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American Capital Advisory, LLC: JEPI position timeline

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

American Capital Advisory, LLC held 14,681 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,681 shares
    Change vs previous 13F +88 shares

    0.3% of the 13F portfolio, value $829,183.

    13F-HR 0002018007-26-000003 filed by American Capital Advisory, 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 14,593 shares
    Change vs previous 13F -20 shares

    0.34% of the 13F portfolio, value $827,132.

    13F-HR 0002018007-26-000002 filed by American Capital Advisory, 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 14,613 shares
    Change vs previous 13F -341 shares

    0.36% of the 13F portfolio, value $836,449.

    13F-HR 0002018007-26-000001 filed by American Capital Advisory, 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 14,954 shares
    Change vs previous 13F +4,851 shares

    0.4% of the 13F portfolio, value $853,874.

    13F-HR 0002018007-25-000005 filed by American Capital Advisory, 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 10,103 shares
    Change vs previous 13F -7 shares

    0.29% of the 13F portfolio, value $574,331.

    13F-HR 0002018007-25-000004 filed by American Capital Advisory, 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 10,110 shares
    Change vs previous 13F +22 shares

    0.31% of the 13F portfolio, value $577,691.

    13F-HR 0002018007-25-000003 filed by American Capital Advisory, 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 10,088 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $580,368.

    13F-HR 0002018007-25-000001 filed by American Capital Advisory, 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 10,088 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $600,342.

    13F-HR 0002018007-24-000005 filed by American Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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