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Westfuller Advisors, LLC: JEPI position timeline

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

Westfuller Advisors, LLC held 1,176 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,176 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $66,403.

    13F-HR 0002000324-26-003250 filed by Westfuller 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 1,150 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $65,167.

    13F-HR 0002000324-26-001734 filed by Westfuller 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 1,128 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $65,035.

    13F-HR 0002000324-26-000134 filed by Westfuller 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 1,107 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $63,188.

    13F-HR 0002000324-25-004144 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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