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Wilmington Savings Fund Society, FSB: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilmington Savings Fund Society, FSB on JEPI, newest first. How the timeline and the estimate are built.

Wilmington Savings Fund Society, FSB held 3,620 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,620 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $204,458.

    13F-HR 0000900974-26-000003 filed by Wilmington Savings Fund Society, FSB
    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 3,620 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $205,182.

    13F-HR 0000900974-26-000002 filed by Wilmington Savings Fund Society, FSB
    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 4,020 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $230,105.

    13F-HR 0000900974-26-000001 filed by Wilmington Savings Fund Society, FSB
    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/A 4,820 shares
    Change vs previous 13F -5,618 shares

    0.01% of the 13F portfolio, value $275,222.

    13F-HR/A 0000900974-25-000010 filed by Wilmington Savings Fund Society, FSB
    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 10,438 shares
    Change vs previous 13F -2,282 shares

    0.01% of the 13F portfolio, value $593,400.

    13F-HR 0000900974-25-000004 filed by Wilmington Savings Fund Society, FSB
    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 12,720 shares
    Change vs previous 13F +850 shares

    0.01% of the 13F portfolio, value $726,821.

    13F-HR 0000900974-25-000003 filed by Wilmington Savings Fund Society, FSB
    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 11,870 shares
    Change vs previous 13F -175 shares

    0.01% of the 13F portfolio, value $682,881.

    13F-HR 0000900974-25-000002 filed by Wilmington Savings Fund Society, FSB
    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 12,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,798.

    13F-HR 0000900974-24-000010 filed by Wilmington Savings Fund Society, FSB
    Filed (acceptance time not in the bulk data set), ingested

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