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Weil Company, Inc.: JEPI position timeline

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

Weil Company, Inc. held 49,085 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,085 shares
    Change vs previous 13F +231 shares

    0.49% of the 13F portfolio, value $2,772,305.

    13F-HR 0001318011-26-000015 filed by Weil Company, Inc.
    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 48,854 shares
    Change vs previous 13F +666 shares

    0.62% of the 13F portfolio, value $2,769,038.

    13F-HR 0001318011-26-000012 filed by Weil Company, Inc.
    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 48,188 shares
    Change vs previous 13F -6,736 shares

    0.63% of the 13F portfolio, value $2,758,263.

    13F-HR 0001318011-26-000004 filed by Weil Company, Inc.
    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 54,924 shares
    Change vs previous 13F +1,471 shares

    0.75% of the 13F portfolio, value $3,136,179.

    13F-HR 0001318011-25-000003 filed by Weil Company, Inc.
    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 53,453 shares
    Change vs previous 13F -22,031 shares

    0.8% of the 13F portfolio, value $3,038,796.

    13F-HR 0001085146-25-004650 filed by Weil Company, Inc.
    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 75,484 shares
    Change vs previous 13F +13,855 shares

    1.29% of the 13F portfolio, value $4,313,161.

    13F-HR 0001085146-25-002495 filed by Weil Company, Inc.
    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 61,629 shares
    Change vs previous 13F +15,606 shares

    1.23% of the 13F portfolio, value $3,545,495.

    13F-HR 0001085146-25-000782 filed by Weil Company, Inc.
    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 46,023 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,738,822.

    13F-HR 0001085146-24-005353 filed by Weil Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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