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Allred Capital Management, LLC: JEPI position timeline

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

Allred Capital Management, LLC held 102,788 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 102,788 shares
    Change vs previous 13F +5,231 shares

    1.91% of the 13F portfolio, value $5,805,453.

    13F-HR 0001172661-26-003343 filed by Allred Capital Management, 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 97,557 shares
    Change vs previous 13F +3,004 shares

    2.01% of the 13F portfolio, value $5,529,552.

    13F-HR 0001172661-26-001821 filed by Allred Capital Management, 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 94,553 shares
    Change vs previous 13F +10,243 shares

    1.96% of the 13F portfolio, value $5,412,238.

    13F-HR 0001172661-26-000564 filed by Allred Capital Management, 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 84,310 shares
    Change vs previous 13F +3,640 shares

    1.68% of the 13F portfolio, value $4,814,137.

    13F-HR 0001172661-25-004761 filed by Allred Capital Management, 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 80,670 shares
    Change vs previous 13F +5,331 shares

    1.71% of the 13F portfolio, value $4,586,113.

    13F-HR 0001172661-25-003443 filed by Allred Capital Management, 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 75,339 shares
    Change vs previous 13F +2,985 shares

    1.72% of the 13F portfolio, value $4,304,844.

    13F-HR 0001172661-25-002409 filed by Allred Capital Management, 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 72,354 shares
    Change vs previous 13F -151 shares

    1.61% of the 13F portfolio, value $4,162,544.

    13F-HR 0001172661-25-000793 filed by Allred Capital Management, 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 72,505 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,314,754.

    13F-HR 0001172661-24-004628 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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