Skip to content
Disclosery

White Wing Wealth Management: JEPI position timeline

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

White Wing Wealth Management held 39,435 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,435 shares
    Change vs previous 13F +32,966 shares

    1.16% of the 13F portfolio, value $2,227,309.

    13F-HR 0002001473-26-000004 filed by White Wing Wealth Management
    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 6,469 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $366,663.

    13F-HR 0002001473-26-000003 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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