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Disclosery

Bay Rivers Group: JEPI position timeline

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

Bay Rivers Group held 23,360 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,360 shares
    Change vs previous 13F +3,006 shares

    0.45% of the 13F portfolio, value $1,319,345.

    13F-HR 0002085853-26-000669 filed by Bay Rivers Group
    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 20,354 shares
    Change vs previous 13F +4,012 shares

    0.48% of the 13F portfolio, value $1,153,682.

    13F-HR 0002085853-26-000366 filed by Bay Rivers Group
    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 16,342 shares
    Change vs previous 13F +4,316 shares

    0.38% of the 13F portfolio, value $935,416.

    13F-HR 0002085853-26-000012 filed by Bay Rivers Group
    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 12,026 shares
    Change vs previous 13F +1,442 shares

    0.29% of the 13F portfolio, value $686,670.

    13F-HR 0002085853-25-000021 filed by Bay Rivers Group
    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 10,584 shares
    Change vs previous 13F +417 shares

    0.28% of the 13F portfolio, value $601,687.

    13F-HR 0001667731-25-000755 filed by Bay Rivers Group
    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 10,167 shares
    Change vs previous 13F +2,530 shares

    0.3% of the 13F portfolio, value $580,942.

    13F-HR 0001667731-25-000410 filed by Bay Rivers Group
    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 7,637 shares
    Change vs previous 13F +1,517 shares

    0.21% of the 13F portfolio, value $439,357.

    13F-HR 0001667731-25-000076 filed by Bay Rivers Group
    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 6,120 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $364,201.

    13F-HR 0001798924-24-000004 filed by Bay Rivers Group
    Filed (acceptance time not in the bulk data set), ingested

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