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Wealthspire Retirement, LLC: JEPI position timeline

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

Wealthspire Retirement, LLC held 211,573 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211,573 shares
    Change vs previous 13F +14,761 shares

    0.66% of the 13F portfolio, value $11,949,662.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 196,812 shares
    Change vs previous 13F +8,375 shares

    0.67% of the 13F portfolio, value $11,155,281.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 188,437 shares
    Change vs previous 13F +18,268 shares

    0.66% of the 13F portfolio, value $10,786,148.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 170,169 shares
    Change vs previous 13F +9,248 shares

    0.62% of the 13F portfolio, value $9,716,675.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 160,921 shares
    Change vs previous 13F +3,550 shares

    0.6% of the 13F portfolio, value $9,148,341.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 157,371 shares
    Change vs previous 13F +8,568 shares

    0.71% of the 13F portfolio, value $8,992,151.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 148,803 shares
    Change vs previous 13F +11,787 shares

    0.68% of the 13F portfolio, value $8,560,663.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 137,016 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,154,093.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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