Skip to content
Disclosery

Benchmark Financial, LLC: JEPI position timeline

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

Benchmark Financial, LLC held 41,396 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,396 shares
    Change vs previous 13F -27,112 shares

    1.91% of the 13F portfolio, value $2,338,058.

    13F-HR 0001754960-26-000590 filed by Benchmark Financial, 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 68,508 shares
    Change vs previous 13F +5,278 shares

    3.48% of the 13F portfolio, value $3,883,046.

    13F-HR 0001754960-26-000296 filed by Benchmark Financial, 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 63,230 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $3,619,298.

    13F-HR 0001754960-26-000128 filed by Benchmark Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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