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American Financial Advisors, LLC: JEPI position timeline

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

American Financial Advisors, LLC held 7,954 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,954 shares
    Change vs previous 13F -1,152 shares

    0.05% of the 13F portfolio, value $449,215.

    13F-HR 0002085853-26-000727 filed by American Financial Advisors, 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 9,106 shares
    Change vs previous 13F +787 shares

    0.07% of the 13F portfolio, value $516,115.

    13F-HR 0002085853-26-000589 filed by American Financial Advisors, 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 8,319 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $476,155.

    13F-HR 0002085853-26-000173 filed by American Financial Advisors, 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 8,365 shares
    Change vs previous 13F -513 shares

    0.06% of the 13F portfolio, value $477,655.

    13F-HR 0002085853-25-000169 filed by American Financial Advisors, 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 8,878 shares
    Change vs previous 13F -1,457 shares

    0.07% of the 13F portfolio, value $504,742.

    13F-HR 0001667731-25-000761 filed by American Financial Advisors, 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 10,335 shares
    Change vs previous 13F -208 shares

    0.09% of the 13F portfolio, value $590,544.

    13F-HR 0001667731-25-000565 filed by American Financial Advisors, 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 10,543 shares
    Change vs previous 13F +142 shares

    0.09% of the 13F portfolio, value $606,540.

    13F-HR 0001667731-25-000187 filed by American Financial Advisors, 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 10,401 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $618,993.

    13F-HR 0001767898-24-000004 filed by American Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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