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Cambridge Advisors Inc.: JEPI position timeline

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

Cambridge Advisors Inc. held 181,433 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,433 shares
    Change vs previous 13F +453 shares

    1.76% of the 13F portfolio, value $10,247,319.

    13F-HR 0001214659-26-008644 filed by Cambridge Advisors Inc.
    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 180,980 shares
    Change vs previous 13F -1,449 shares

    1.99% of the 13F portfolio, value $10,257,939.

    13F-HR 0001214659-26-004746 filed by Cambridge Advisors Inc.
    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 182,429 shares
    Change vs previous 13F -5,072 shares

    1.99% of the 13F portfolio, value $10,442,241.

    13F-HR 0001214659-26-000687 filed by Cambridge Advisors Inc.
    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 187,501 shares
    Change vs previous 13F +15,195 shares

    2.09% of the 13F portfolio, value $10,706,332.

    13F-HR 0001214659-25-014970 filed by Cambridge Advisors Inc.
    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 172,306 shares
    Change vs previous 13F +4,989 shares

    2.05% of the 13F portfolio, value $9,795,604.

    13F-HR 0001214659-25-010442 filed by Cambridge Advisors Inc.
    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 167,317 shares
    Change vs previous 13F +9,521 shares

    2.09% of the 13F portfolio, value $9,560,518.

    13F-HR 0001214659-25-006340 filed by Cambridge Advisors Inc.
    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 157,796 shares
    Change vs previous 13F +19,766 shares

    2.03% of the 13F portfolio, value $9,077,996.

    13F-HR 0001214659-25-000800 filed by Cambridge Advisors Inc.
    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 138,030 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $8,214,177.

    13F-HR 0001214659-24-017836 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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