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AFT, FORSYTH & COMPANY, INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFT, FORSYTH & COMPANY, INC. on JEPI, newest first. How the timeline and the estimate are built.

AFT, FORSYTH & COMPANY, INC. held 20,190 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,190 shares
    Change vs previous 13F +2,885 shares

    0.55% of the 13F portfolio, value $1,140,351.

    13F-HR 0001512073-26-000007 filed by AFT, FORSYTH & COMPANY, 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 17,305 shares
    Change vs previous 13F +1,329 shares

    0.46% of the 13F portfolio, value $980,879.

    13F-HR 0001512073-26-000004 filed by AFT, FORSYTH & COMPANY, 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 15,976 shares
    Change vs previous 13F -220 shares

    0.39% of the 13F portfolio, value $914,448.

    13F-HR 0001512073-26-000001 filed by AFT, FORSYTH & COMPANY, 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 16,196 shares
    Change vs previous 13F +3,811 shares

    0.44% of the 13F portfolio, value $924,805.

    13F-HR 0001512073-25-000006 filed by AFT, FORSYTH & COMPANY, 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 12,385 shares
    Change vs previous 13F +3,270 shares

    0.36% of the 13F portfolio, value $704,109.

    13F-HR 0001512073-25-000004 filed by AFT, FORSYTH & COMPANY, 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 9,115 shares
    Change vs previous 13F +522 shares

    0.28% of the 13F portfolio, value $520,829.

    13F-HR 0001512073-25-000002 filed by AFT, FORSYTH & COMPANY, 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 8,593 shares
    Change vs previous 13F +738 shares

    0.24% of the 13F portfolio, value $494,380.

    13F-HR 0001512073-25-000001 filed by AFT, FORSYTH & COMPANY, 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 7,855 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $467,469.

    13F-HR 0001512073-24-000007 filed by AFT, FORSYTH & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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