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AMERIFLEX GROUP, INC.: JEPI position timeline

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

AMERIFLEX GROUP, INC. held 20,770 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,770 shares
    Change vs previous 13F +757 shares

    0.48% of the 13F portfolio, value $1,173,099.

    13F-HR 0002057637-26-000003 filed by AMERIFLEX GROUP, INC.
    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 20,013 shares
    Change vs previous 13F -13,294 shares

    0.57% of the 13F portfolio, value $1,134,341.

    13F-HR 0002057637-26-000002 filed by AMERIFLEX GROUP, INC.
    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 33,307 shares
    Change vs previous 13F +23,463 shares

    0.99% of the 13F portfolio, value $1,906,504.

    13F-HR 0002057637-26-000001 filed by AMERIFLEX GROUP, INC.
    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 9,844 shares
    Change vs previous 13F -22,096 shares

    0.21% of the 13F portfolio, value $562,069.

    13F-HR 0002057637-25-000006 filed by AMERIFLEX GROUP, INC.
    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 31,940 shares
    Change vs previous 13F -22,335 shares

    0.95% of the 13F portfolio, value $1,801,443.

    13F-HR 0002057637-25-000003 filed by AMERIFLEX GROUP, INC.
    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 54,275 shares
    Change vs previous 13F +9,218 shares

    1.27% of the 13F portfolio, value $3,101,275.

    13F-HR 0002057637-25-000002 filed by AMERIFLEX GROUP, INC.
    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 45,057 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,657,001.

    13F-HR 0002057637-25-000001 filed by AMERIFLEX GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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