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CARDIFF PARK ADVISORS, LLC: JEPI position timeline

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

CARDIFF PARK ADVISORS, LLC held 16,574 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,574 shares
    Change vs previous 13F +170 shares

    0.07% of the 13F portfolio, value $936,101.

    13F-HR 0001398344-26-014687 filed by CARDIFF PARK ADVISORS, 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 16,404 shares
    Change vs previous 13F +143 shares

    0.07% of the 13F portfolio, value $929,802.

    13F-HR 0001398344-26-009329 filed by CARDIFF PARK ADVISORS, 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 16,261 shares
    Change vs previous 13F -2,464 shares

    0.08% of the 13F portfolio, value $930,767.

    13F-HR 0001398344-26-003313 filed by CARDIFF PARK ADVISORS, 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 18,725 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $1,069,183.

    13F-HR 0001398344-25-020999 filed by CARDIFF PARK ADVISORS, 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 18,531 shares
    Change vs previous 13F +243 shares

    0.09% of the 13F portfolio, value $1,053,502.

    13F-HR 0001398344-25-015650 filed by CARDIFF PARK ADVISORS, 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 18,288 shares
    Change vs previous 13F +417 shares

    0.1% of the 13F portfolio, value $1,044,978.

    13F-HR 0001398344-25-009603 filed by CARDIFF PARK ADVISORS, LLC
    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 17,871 shares
    Change vs previous 13F +1,207 shares

    0.1% of the 13F portfolio, value $1,028,091.

    13F-HR 0001398344-25-002784 filed by CARDIFF PARK ADVISORS, LLC
    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 16,664 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $991,697.

    13F-HR 0001398344-24-020754 filed by CARDIFF PARK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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