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Biechele Royce Advisors: JEPI position timeline

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

Biechele Royce Advisors held 10,755 JEPI shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 10,755 shares
    Change vs previous 13F +445 shares

    0.21% of the 13F portfolio, value $640,000.

    13F-HR 0001730808-24-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 10,310 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $584,000.

    13F-HR 0001730808-24-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 10,310 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $597,000.

    13F-HR 0001730808-24-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 10,310 shares
    Change vs previous 13F +1,000 shares

    0.19% of the 13F portfolio, value $567,000.

    13F-HR 0001730808-24-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 9,310 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $499,000.

    13F-HR 0001730808-23-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 9,310 shares
    Change vs previous 13F +350 shares

    0.18% of the 13F portfolio, value $516,000.

    13F-HR 0001730808-23-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 8,960 shares
    Change vs previous 13F +3,060 shares

    0.18% of the 13F portfolio, value $489,000.

    13F-HR 0001730808-23-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 5,900 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $321,000.

    13F-HR 0001730808-23-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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