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Disclosery

Arcus Capital Partners, LLC: JEPI position timeline

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

Arcus Capital Partners, LLC held 12,791 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 12,791 shares
    Change vs previous 13F +272 shares

    0.3% of the 13F portfolio, value $722,432.

    13F-HR 0001651960-26-000004 filed by Arcus Capital 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 12,519 shares
    Change vs previous 13F +659 shares

    0.26% of the 13F portfolio, value $709,572.

    13F-HR 0001651960-26-000003 filed by Arcus Capital 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 11,860 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $678,849.

    13F-HR 0001651960-26-000002 filed by Arcus Capital 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 11,840 shares
    Change vs previous 13F +356 shares

    0.3% of the 13F portfolio, value $676,053.

    13F-HR 0001651960-25-000005 filed by Arcus Capital 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 11,484 shares
    Change vs previous 13F -36 shares

    0.28% of the 13F portfolio, value $652,863.

    13F-HR 0001651960-25-000003 filed by Arcus Capital 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 ended2025-03-31
    13F 11,520 shares
    Change vs previous 13F +5,581 shares

    0.26% of the 13F portfolio, value $658,252.

    13F-HR 0001893403-25-000005 filed by Arcus Capital Partners, 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 5,939 shares
    Change vs previous 13F -45,321 shares

    0.11% of the 13F portfolio, value $343,611.

    13F-HR 0001651960-25-000001 filed by Arcus Capital Partners, 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 51,260 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,050,488.

    13F-HR 0001651960-24-000005 filed by Arcus Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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