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Disclosery

AIFG Consultants Ltd.: JEPI position timeline

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

AIFG Consultants Ltd. held 5,339 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,339 shares
    Change vs previous 13F -38,239 shares

    0.52% of the 13F portfolio, value $305,604.

    13F-HR 0001988547-26-000001 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 43,578 shares
    Change vs previous 13F -3,557 shares

    4.39% of the 13F portfolio, value $2,488,295.

    13F-HR 0001988547-25-000006 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 47,135 shares
    Change vs previous 13F -11,689 shares

    5.22% of the 13F portfolio, value $2,679,624.

    13F-HR 0001988547-25-000004 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 58,824 shares
    Change vs previous 13F -3,172 shares

    5.54% of the 13F portfolio, value $3,361,257.

    13F-HR 0001988547-25-000002 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 61,996 shares
    Change vs previous 13F -114,550 shares

    5.82% of the 13F portfolio, value $3,566,639.

    13F-HR 0001988547-25-000001 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 176,546 shares
    Change vs previous 13F -4,599 shares

    7.98% of the 13F portfolio, value $10,506,296.

    13F-HR 0001988547-24-000006 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 181,145 shares
    Change vs previous 13F -18,031 shares

    7.63% of the 13F portfolio, value $10,267,315.

    13F-HR 0001988547-24-000004 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 199,176 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $11,524,368.

    13F-HR 0001988547-24-000003 filed by AIFG Consultants Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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