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Disclosery

WMS Group LLC: JEPI position timeline

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

WMS Group LLC held 67,959 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,959 shares
    Change vs previous 13F +8,860 shares

    4.95% of the 13F portfolio, value $3,838,324.

    13F-HR 0002085853-26-000839 filed by WMS Group 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 59,099 shares
    Change vs previous 13F -2,465 shares

    4.87% of the 13F portfolio, value $3,349,731.

    13F-HR 0002085853-26-000442 filed by WMS Group 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 61,564 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $3,523,923.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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