Skip to content
Disclosery

Accredited Investors Inc.: JEPI position timeline

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

Accredited Investors Inc. held 9,640 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,640 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $544,468.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 9,521 shares
    Change vs previous 13F +1,526 shares

    0.03% of the 13F portfolio, value $539,650.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 7,995 shares
    Change vs previous 13F +297 shares

    0.02% of the 13F portfolio, value $457,634.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 7,698 shares
    Change vs previous 13F +121 shares

    0.02% of the 13F portfolio, value $439,533.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 7,577 shares
    Change vs previous 13F -314 shares

    0.03% of the 13F portfolio, value $430,762.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 7,891 shares
    Change vs previous 13F +552 shares

    0.03% of the 13F portfolio, value $450,870.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 7,339 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $422,191.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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/A 7,339 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $436,721.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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