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Argent Advisors, Inc.: JEPI position timeline

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

Argent Advisors, Inc. held 9,272 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 9,272 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $523,683.

    13F-HR 0001426851-26-000006 filed by Argent Advisors, 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 9,272 shares
    Change vs previous 13F +2,918 shares

    0.14% of the 13F portfolio, value $525,537.

    13F-HR 0001426851-26-000005 filed by Argent Advisors, 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 6,354 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $363,703.

    13F-HR 0001426851-26-000001 filed by Argent Advisors, 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 6,354 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $362,813.

    13F-HR 0001426851-25-000010 filed by Argent Advisors, 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 6,354 shares
    Change vs previous 13F -3,673 shares

    0.11% of the 13F portfolio, value $361,225.

    13F-HR 0001426851-25-000006 filed by Argent Advisors, 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 10,027 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $572,943.

    13F-HR 0001426851-25-000005 filed by Argent Advisors, 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 10,027 shares
    Change vs previous 13F +373 shares

    0.21% of the 13F portfolio, value $576,853.

    13F-HR 0001426851-25-000001 filed by Argent Advisors, Inc.
    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 9,654 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $574,510.

    13F-HR 0001426851-24-000011 filed by Argent Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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