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Disclosery

Auour Investments LLC: JEPI position timeline

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

Auour Investments LLC held 6,521 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,521 shares
    Change vs previous 13F +160 shares

    0.11% of the 13F portfolio, value $368,306.

    13F-HR 0001789310-26-000003 filed by Auour Investments 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 6,361 shares
    Change vs previous 13F -10,447 shares

    0.11% of the 13F portfolio, value $360,541.

    13F-HR 0001789310-26-000002 filed by Auour Investments 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 16,808 shares
    Change vs previous 13F +4,165 shares

    0.31% of the 13F portfolio, value $962,090.

    13F-HR 0001789310-26-000001 filed by Auour Investments 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 12,643 shares
    Change vs previous 13F -116 shares

    0.24% of the 13F portfolio, value $721,915.

    13F-HR 0001789310-25-000007 filed by Auour Investments 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 12,759 shares
    Change vs previous 13F +567 shares

    0.25% of the 13F portfolio, value $725,349.

    13F-HR 0001789310-25-000005 filed by Auour Investments 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 12,192 shares
    Change vs previous 13F -3,351 shares

    0.25% of the 13F portfolio, value $677,753.

    13F-HR 0001789310-25-000002 filed by Auour Investments 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 15,543 shares
    Change vs previous 13F -2,767 shares

    0.32% of the 13F portfolio, value $916,571.

    13F-HR 0001789310-25-000001 filed by Auour Investments 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 18,310 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,084,701.

    13F-HR 0001789310-24-000004 filed by Auour Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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