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WINEBRENNER CAPITAL MANAGEMENT LLC: JEPI position timeline

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

WINEBRENNER CAPITAL MANAGEMENT LLC held 17,195 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,195 shares
    Change vs previous 13F -1,987 shares

    0.62% of the 13F portfolio, value $966,731.

    13F-HR 0002085853-26-001099 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,182 shares
    Change vs previous 13F +297 shares

    0.66% of the 13F portfolio, value $1,083,419.

    13F-HR 0002085853-26-000742 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,885 shares
    Change vs previous 13F +672 shares

    0.69% of the 13F portfolio, value $1,070,381.

    13F-HR 0002085853-26-000335 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,213 shares
    Change vs previous 13F -4,804 shares

    0.69% of the 13F portfolio, value $1,042,491.

    13F-HR 0002085853-26-000009 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,017 shares
    Change vs previous 13F -1,521 shares

    0.94% of the 13F portfolio, value $1,314,277.

    13F-HR 0002047728-25-000005 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,538 shares
    Change vs previous 13F -1,415 shares

    1.13% of the 13F portfolio, value $1,395,008.

    13F-HR 0002047728-25-000004 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,953 shares
    Change vs previous 13F -3,338 shares

    1.34% of the 13F portfolio, value $1,482,964.

    13F-HR 0002047728-25-000002 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,291 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,685,116.

    13F-HR 0002047728-25-000001 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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