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White Knight Strategic Wealth Advisors, LLC: JEPI position timeline

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

White Knight Strategic Wealth Advisors, LLC held 13,643 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,643 shares
    Change vs previous 13F -2,287 shares

    0.54% of the 13F portfolio, value $770,557.

    13F-HR 0001904677-26-000003 filed by White Knight Strategic Wealth 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 15,930 shares
    Change vs previous 13F -3,881 shares

    0.76% of the 13F portfolio, value $902,912.

    13F-HR 0001904677-26-000002 filed by White Knight Strategic Wealth 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 19,811 shares
    Change vs previous 13F +2,410 shares

    0.83% of the 13F portfolio, value $1,134,001.

    13F-HR 0001904677-26-000001 filed by White Knight Strategic Wealth 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 17,401 shares
    Change vs previous 13F -1,522 shares

    0.78% of the 13F portfolio, value $993,601.

    13F-HR 0001904677-25-000008 filed by White Knight Strategic Wealth 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 18,923 shares
    Change vs previous 13F +2,517 shares

    0.92% of the 13F portfolio, value $1,075,765.

    13F-HR 0001904677-25-000006 filed by White Knight Strategic Wealth 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 16,406 shares
    Change vs previous 13F -3,754 shares

    0.86% of the 13F portfolio, value $937,417.

    13F-HR 0001904677-25-000003 filed by White Knight Strategic Wealth 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 20,160 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,159,805.

    13F-HR 0001904677-25-000001 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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