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Disclosery

Argyle Capital Partners, LLC: JEPI position timeline

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

Argyle Capital Partners, LLC held 20,298 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,298 shares
    Change vs previous 13F +3,036 shares

    0.72% of the 13F portfolio, value $1,146,427.

    13F-HR 0002079995-26-000003 filed by Argyle 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 17,262 shares
    Change vs previous 13F +1,002 shares

    0.7% of the 13F portfolio, value $978,385.

    13F-HR 0002079995-26-000002 filed by Argyle 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 16,260 shares
    Change vs previous 13F -1,999 shares

    0.68% of the 13F portfolio, value $930,746.

    13F-HR 0002079995-26-000001 filed by Argyle 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 18,259 shares
    Change vs previous 13F +1,951 shares

    0.75% of the 13F portfolio, value $1,042,606.

    13F-HR 0002079995-25-000007 filed by Argyle 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 16,308 shares
    Change vs previous 13F +701 shares

    0.76% of the 13F portfolio, value $927,118.

    13F-HR 0002079995-25-000003 filed by Argyle 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 15,607 shares
    Change vs previous 13F -235 shares

    0.76% of the 13F portfolio, value $891,767.

    13F-HR 0002079995-25-000002 filed by Argyle 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 15,842 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $911,374.

    13F-HR 0002079995-25-000001 filed by Argyle Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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