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Ausdal Financial Partners, Inc.: JEPI position timeline

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

Ausdal Financial Partners, Inc. held 111,831 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,831 shares
    Change vs previous 13F +13,858 shares

    0.25% of the 13F portfolio, value $6,316,234.

    13F-HR 0001172661-26-003683 filed by Ausdal Financial Partners, 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 97,973 shares
    Change vs previous 13F +9,928 shares

    0.25% of the 13F portfolio, value $5,553,125.

    13F-HR 0001172661-26-001690 filed by Ausdal Financial Partners, 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 88,045 shares
    Change vs previous 13F +752 shares

    0.23% of the 13F portfolio, value $5,039,772.

    13F-HR 0001172661-26-000735 filed by Ausdal Financial Partners, 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 87,293 shares
    Change vs previous 13F +7,965 shares

    0.24% of the 13F portfolio, value $4,984,456.

    13F-HR 0001172661-25-005078 filed by Ausdal Financial Partners, 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 79,328 shares
    Change vs previous 13F +12,953 shares

    0.3% of the 13F portfolio, value $4,509,810.

    13F-HR 0001172661-25-003522 filed by Ausdal Financial Partners, 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 66,375 shares
    Change vs previous 13F +7,097 shares

    0.29% of the 13F portfolio, value $3,792,639.

    13F-HR 0001172661-25-002287 filed by Ausdal Financial Partners, 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 59,278 shares
    Change vs previous 13F +25,998 shares

    0.29% of the 13F portfolio, value $3,410,246.

    13F-HR 0001172661-25-000672 filed by Ausdal Financial Partners, 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 33,280 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,980,484.

    13F-HR 0001172661-24-004142 filed by Ausdal Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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