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CENTAURUS FINANCIAL, INC.: JEPI position timeline

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

CENTAURUS FINANCIAL, INC. held 137,742 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,742 shares
    Change vs previous 13F +3,501 shares

    0.3% of the 13F portfolio, value $7,780,000.

    13F-HR 0000891943-26-000010 filed by CENTAURUS FINANCIAL, 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 134,241 shares
    Change vs previous 13F -699 shares

    0.36% of the 13F portfolio, value $7,609,000.

    13F-HR 0000891943-26-000005 filed by CENTAURUS FINANCIAL, 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 134,940 shares
    Change vs previous 13F +7,585 shares

    0.35% of the 13F portfolio, value $7,724,000.

    13F-HR 0000891943-26-000001 filed by CENTAURUS FINANCIAL, 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 127,355 shares
    Change vs previous 13F +26,388 shares

    0.34% of the 13F portfolio, value $7,272,000.

    13F-HR 0000891943-25-000011 filed by CENTAURUS FINANCIAL, 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 100,967 shares
    Change vs previous 13F +10,231 shares

    0.34% of the 13F portfolio, value $5,740,000.

    13F-HR 0000891943-25-000009 filed by CENTAURUS FINANCIAL, 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 90,736 shares
    Change vs previous 13F +7,705 shares

    0.31% of the 13F portfolio, value $5,185,000.

    13F-HR 0000891943-25-000005 filed by CENTAURUS FINANCIAL, 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 83,031 shares
    Change vs previous 13F +4,602 shares

    0.29% of the 13F portfolio, value $4,777,000.

    13F-HR 0000891943-25-000003 filed by CENTAURUS FINANCIAL, 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 78,429 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,667,000.

    13F-HR 0000891943-24-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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