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AdvisorNet Financial, Inc: JEPI position timeline

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

AdvisorNet Financial, Inc held 292,360 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 292,360 shares
    Change vs previous 13F -29,633 shares

    0.75% of the 13F portfolio, value $16,512,500.

    13F-HR 0001409362-26-000004 filed by AdvisorNet Financial, 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 321,993 shares
    Change vs previous 13F +36,930 shares

    0.94% of the 13F portfolio, value $18,250,564.

    13F-HR 0001409362-26-000002 filed by AdvisorNet Financial, 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 285,063 shares
    Change vs previous 13F +19,180 shares

    0.87% of the 13F portfolio, value $16,316,986.

    13F-HR 0001409362-26-000001 filed by AdvisorNet Financial, 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 265,883 shares
    Change vs previous 13F +19,391 shares

    0.86% of the 13F portfolio, value $15,181,928.

    13F-HR 0001409362-25-000007 filed by AdvisorNet Financial, 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 246,492 shares
    Change vs previous 13F +93,312 shares

    0.9% of the 13F portfolio, value $14,013,072.

    13F-HR 0001409362-25-000004 filed by AdvisorNet Financial, 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 153,180 shares
    Change vs previous 13F +39,086 shares

    0.65% of the 13F portfolio, value $8,752,708.

    13F-HR 0001409362-25-000002 filed by AdvisorNet Financial, 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 114,094 shares
    Change vs previous 13F +28,478 shares

    0.55% of the 13F portfolio, value $6,563,834.

    13F-HR 0001409362-25-000001 filed by AdvisorNet Financial, 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 85,616 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,095,009.

    13F-HR 0001409362-24-000005 filed by AdvisorNet Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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