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WEALTHCARE CAPITAL MANAGEMENT LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHCARE CAPITAL MANAGEMENT LLC on JEPI, newest first. How the timeline and the estimate are built.

WEALTHCARE CAPITAL MANAGEMENT LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,302 shares

    13F-HR 0001951757-26-000978 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,302 shares
    Change vs previous 13F -195 shares

    0.04% of the 13F portfolio, value $413,877.

    13F-HR 0001951757-26-000598 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,497 shares
    Change vs previous 13F -1,834 shares

    0.04% of the 13F portfolio, value $429,128.

    13F-HR 0001951757-26-000231 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,331 shares
    Change vs previous 13F +751 shares

    0.05% of the 13F portfolio, value $532,800.

    13F-HR 0001951757-25-001336 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,580 shares
    Change vs previous 13F +1,702 shares

    0.05% of the 13F portfolio, value $487,773.

    13F-HR 0001951757-25-000906 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,878 shares
    Change vs previous 13F -549 shares

    0.04% of the 13F portfolio, value $393,009.

    13F-HR 0001951757-25-000365 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,427 shares
    Change vs previous 13F -11,723 shares

    0.04% of the 13F portfolio, value $427,275.

    13F-HR 0001951757-25-000038 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,150 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,139,634.

    13F-HR 0001951757-24-001167 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).