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Autumn Glory Partners, LLC: JEPI position timeline

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

Autumn Glory Partners, LLC held 12,196 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,196 shares
    Change vs previous 13F -18,772 shares

    0.2% of the 13F portfolio, value $688,830.

    13F-HR 0001911621-26-000004 filed by Autumn Glory 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 30,968 shares
    Change vs previous 13F +4,885 shares

    0.64% of the 13F portfolio, value $1,755,266.

    13F-HR 0001911621-26-000002 filed by Autumn Glory 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 26,083 shares
    Change vs previous 13F +4,347 shares

    0.52% of the 13F portfolio, value $1,492,991.

    13F-HR 0001911621-26-000001 filed by Autumn Glory 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 21,736 shares
    Change vs previous 13F +2,450 shares

    0.51% of the 13F portfolio, value $1,241,126.

    13F-HR 0001911621-25-000007 filed by Autumn Glory 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 19,286 shares
    Change vs previous 13F -2,450 shares

    0.51% of the 13F portfolio, value $1,096,409.

    13F-HR 0001911621-25-000006 filed by Autumn Glory 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 21,736 shares
    Change vs previous 13F +1,240 shares

    0.62% of the 13F portfolio, value $1,241,995.

    13F-HR 0001911621-25-000002 filed by Autumn Glory 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 20,496 shares
    Change vs previous 13F -8,776 shares

    0.58% of the 13F portfolio, value $1,179,135.

    13F-HR 0001911621-25-000001 filed by Autumn Glory Partners, 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 29,272 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,741,977.

    13F-HR 0001911621-24-000005 filed by Autumn Glory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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