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Disclosery

Bridge Advisory, LLC: JEPI position timeline

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

Bridge Advisory, LLC held 36,381 JEPI shares at 2024-09-30 per its 13F-HR filed 2024-10-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 36,381 shares
    Change vs previous 13F -537 shares

    1.03% of the 13F portfolio, value $2,165,045.

    13F-HR 0001847956-24-000004 filed by Bridge Advisory, LLC
    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 36,918 shares
    Change vs previous 13F +2,305 shares

    1.03% of the 13F portfolio, value $2,092,529.

    13F-HR 0001847956-24-000003 filed by Bridge Advisory, LLC
    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 34,613 shares
    Change vs previous 13F -2,484 shares

    0.99% of the 13F portfolio, value $2,002,716.

    13F-HR 0001847956-24-000002 filed by Bridge Advisory, LLC
    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 37,097 shares
    Change vs previous 13F -1,477 shares

    1.02% of the 13F portfolio, value $2,039,590.

    13F-HR 0001847956-24-000001 filed by Bridge Advisory, LLC
    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 38,574 shares
    Change vs previous 13F -182 shares

    0.72% of the 13F portfolio, value $2,066,009.

    13F-HR 0001847956-23-000005 filed by Bridge Advisory, LLC
    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 38,756 shares
    Change vs previous 13F +59 shares

    0.79% of the 13F portfolio, value $2,144,395.

    13F-HR 0001847956-23-000004 filed by Bridge Advisory, LLC
    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 38,697 shares
    Change vs previous 13F +9,016 shares

    0.82% of the 13F portfolio, value $2,112,880.

    13F-HR 0001847956-23-000003 filed by Bridge Advisory, LLC
    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 29,681 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,617,343.

    13F-HR 0001847956-23-000002 filed by Bridge Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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