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CASCADE INVESTMENT GROUP, INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASCADE INVESTMENT GROUP, INC. on JEPI, newest first. How the timeline and the estimate are built.

CASCADE INVESTMENT GROUP, INC. held 24,643 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,643 shares
    Change vs previous 13F -680 shares

    0.77% of the 13F portfolio, value $1,385,429.

    13F-HR 0001172661-26-004496 filed by CASCADE INVESTMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,323 shares
    Change vs previous 13F -665 shares

    0.8% of the 13F portfolio, value $1,430,243.

    13F-HR 0001172661-26-002766 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,988 shares
    Change vs previous 13F -1,332 shares

    0.97% of the 13F portfolio, value $1,472,990.

    13F-HR 0001172661-26-001767 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 27,320 shares
    Change vs previous 13F -2,544 shares

    1.04% of the 13F portfolio, value $1,563,787.

    13F-HR 0001172661-26-000257 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,864 shares
    Change vs previous 13F -1,139 shares

    1.13% of the 13F portfolio, value $1,705,225.

    13F-HR 0001172661-25-004485 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,003 shares
    Change vs previous 13F +291 shares

    1.23% of the 13F portfolio, value $1,762,511.

    13F-HR 0001172661-25-002702 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,712 shares
    Change vs previous 13F -447 shares

    1.35% of the 13F portfolio, value $1,754,874.

    13F-HR 0001172661-25-001850 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,159 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,792,568.

    13F-HR 0001172661-25-000206 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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