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WEST MICHIGAN ADVISORS, LLC: JEPI position timeline

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

WEST MICHIGAN ADVISORS, LLC held 12,844 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,844 shares
    Change vs previous 13F -19,702 shares

    0.14% of the 13F portfolio, value $725,441.

    13F-HR/A 0001765380-26-000412 filed by WEST MICHIGAN ADVISORS, 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 32,546 shares
    Change vs previous 13F -25,960 shares

    0.41% of the 13F portfolio, value $1,844,696.

    13F-HR 0001765380-26-000163 filed by WEST MICHIGAN ADVISORS, 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 58,506 shares
    Change vs previous 13F +1,428 shares

    0.77% of the 13F portfolio, value $3,373,859.

    13F-HR 0001765380-26-000049 filed by WEST MICHIGAN ADVISORS, 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 57,078 shares
    Change vs previous 13F -5,234 shares

    0.78% of the 13F portfolio, value $3,259,152.

    13F-HR 0001765380-25-000492 filed by WEST MICHIGAN ADVISORS, 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 62,312 shares
    Change vs previous 13F +1,629 shares

    1% of the 13F portfolio, value $3,542,443.

    13F-HR 0001765380-25-000275 filed by WEST MICHIGAN ADVISORS, 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 60,683 shares
    Change vs previous 13F +2,280 shares

    1.15% of the 13F portfolio, value $3,467,411.

    13F-HR 0001765380-25-000207 filed by WEST MICHIGAN ADVISORS, 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 58,403 shares
    Change vs previous 13F -138 shares

    1.02% of the 13F portfolio, value $3,382,995.

    13F-HR 0001765380-25-000047 filed by WEST MICHIGAN ADVISORS, 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 58,541 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,483,766.

    13F-HR 0001765380-24-000396 filed by WEST MICHIGAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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