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Disclosery

Brookwood Investment Group LLC: JEPI position timeline

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

Brookwood Investment Group LLC held 5,027 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,027 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $283,898.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 6,027 shares
    Change vs previous 13F -2,417 shares

    0.04% of the 13F portfolio, value $341,620.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 8,444 shares
    Change vs previous 13F +115 shares

    0.06% of the 13F portfolio, value $483,315.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 8,329 shares
    Change vs previous 13F -22,365 shares

    0.06% of the 13F portfolio, value $475,591.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 30,694 shares
    Change vs previous 13F -7,137 shares

    0.28% of the 13F portfolio, value $1,744,927.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 37,831 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,161,638.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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