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Disclosery

Americana Partners, LLC: JEPI position timeline

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

Americana Partners, LLC held 300,653 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,653 shares
    Change vs previous 13F -1,633 shares

    0.38% of the 13F portfolio, value $16,980,920.

    13F-HR 0001172661-26-003084 filed by Americana Partners, 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 302,286 shares
    Change vs previous 13F -10 shares

    0.44% of the 13F portfolio, value $17,133,570.

    13F-HR 0001172661-26-001697 filed by Americana Partners, 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 302,296 shares
    Change vs previous 13F +274,620 shares

    0.48% of the 13F portfolio, value $17,303,426.

    13F-HR 0001172661-26-000527 filed by Americana Partners, 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 27,676 shares
    Change vs previous 13F -277,218 shares

    0.05% of the 13F portfolio, value $1,580,271.

    13F-HR 0001172661-25-004484 filed by Americana Partners, 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 304,894 shares
    Change vs previous 13F +304,894 shares

    0.6% of the 13F portfolio, value $17,333,251.

    13F-HR 0001172661-25-002955 filed by Americana Partners, LLC
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-24-004380 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.