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Advisory Services Network, LLC: JEPI position timeline

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

Advisory Services Network, LLC held 312,134 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,134 shares
    Change vs previous 13F -1,576 shares

    0.2% of the 13F portfolio, value $17,629,323.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 313,710 shares
    Change vs previous 13F +26,294 shares

    0.24% of the 13F portfolio, value $17,781,092.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 287,416 shares
    Change vs previous 13F -484 shares

    0.23% of the 13F portfolio, value $16,451,670.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 287,900 shares
    Change vs previous 13F -2,447 shares

    0.24% of the 13F portfolio, value $16,439,047.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 290,347 shares
    Change vs previous 13F +5,450 shares

    0.26% of the 13F portfolio, value $16,398,814.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 284,897 shares
    Change vs previous 13F +42,365 shares

    0.31% of the 13F portfolio, value $16,279,075.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, LLC
    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 242,532 shares
    Change vs previous 13F -2,526 shares

    0.26% of the 13F portfolio, value $13,952,895.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 245,058 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $13,889,865.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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