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Disclosery

Arden Trust Co: JEPI position timeline

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

Arden Trust Co held 4,261 JEPI shares at 2024-06-30 per its 13F-HR filed 2024-07-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 4,261 shares
    Change vs previous 13F +293 shares

    0.03% of the 13F portfolio, value $241,514.

    13F-HR 0001780607-24-000003 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 3,968 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $229,589.

    13F-HR 0001780607-24-000002 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 3,994 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $219,591.

    13F-HR 0001780607-24-000001 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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