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Weinberger Asset Management, Inc: JEPI position timeline

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

Weinberger Asset Management, Inc held 76,226 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 76,226 shares
    Change vs previous 13F +6,703 shares

    1.4% of the 13F portfolio, value $4,371,547.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, 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 69,523 shares
    Change vs previous 13F -121 shares

    1.48% of the 13F portfolio, value $3,940,578.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, 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 69,644 shares
    Change vs previous 13F -3,310 shares

    1.44% of the 13F portfolio, value $3,986,430.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, 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 72,954 shares
    Change vs previous 13F +2,427 shares

    1.51% of the 13F portfolio, value $4,165,648.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, 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 70,527 shares
    Change vs previous 13F +1,999 shares

    1.55% of the 13F portfolio, value $4,009,448.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, 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 68,528 shares
    Change vs previous 13F +191 shares

    1.68% of the 13F portfolio, value $3,915,674.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, 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 68,337 shares
    Change vs previous 13F +3,722 shares

    1.64% of the 13F portfolio, value $3,931,439.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, 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 64,615 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,845,227.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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