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ARMSTRONG ADVISORY GROUP, INC: JEPI position timeline

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

ARMSTRONG ADVISORY GROUP, INC held 76,338 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 76,338 shares
    Change vs previous 13F +803 shares

    0.26% of the 13F portfolio, value $4,291,722.

    13F-HR 0001932952-26-000006 filed by ARMSTRONG ADVISORY GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 75,535 shares
    Change vs previous 13F +28,517 shares

    0.26% of the 13F portfolio, value $4,266,227.

    13F-HR 0001932952-26-000004 filed by ARMSTRONG ADVISORY 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 ended2026-03-31
    13F 47,018 shares
    Change vs previous 13F -2,897 shares

    0.18% of the 13F portfolio, value $2,664,957.

    13F-HR 0001932952-26-000002 filed by ARMSTRONG ADVISORY 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 ended2025-12-31
    13F 49,915 shares
    Change vs previous 13F +7,224 shares

    0.19% of the 13F portfolio, value $2,857,111.

    13F-HR 0001932952-26-000001 filed by ARMSTRONG ADVISORY 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 ended2025-09-30
    13F 42,691 shares
    Change vs previous 13F +1,103 shares

    0.17% of the 13F portfolio, value $2,437,654.

    13F-HR 0001932952-25-000006 filed by ARMSTRONG ADVISORY 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 ended2025-06-30
    13F 41,588 shares
    Change vs previous 13F +5,334 shares

    0.18% of the 13F portfolio, value $2,364,296.

    13F-HR 0001932952-25-000004 filed by ARMSTRONG ADVISORY 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 ended2025-03-31
    13F 36,254 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,085,700.

    13F-HR 0001932952-25-000003 filed by ARMSTRONG ADVISORY GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 36,254 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,085,700.

    13F-HR 0001932952-25-000002 filed by ARMSTRONG ADVISORY GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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