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Disclosery

Coastline Trust Co: JEPI position timeline

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

Coastline Trust Co held 1,151 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,151 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $64,709.

    13F-HR 0001062993-26-005136 filed by Coastline Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,151 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $65,008.

    13F-HR 0001062993-26-004405 filed by Coastline Trust Co
    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 1,151 shares
    Change vs previous 13F -2,717 shares

    0.01% of the 13F portfolio, value $65,239.

    13F-HR 0001062993-26-001837 filed by Coastline Trust Co
    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 3,868 shares
    Change vs previous 13F +1,887 shares

    0.02% of the 13F portfolio, value $221,404.

    13F-HR 0001062993-26-000031 filed by Coastline Trust Co
    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 1,981 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $113,115.

    13F-HR 0001062993-25-016236 filed by Coastline Trust Co
    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 1,981 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $112,620.

    13F-HR 0001062993-25-012930 filed by Coastline Trust Co
    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 1,738 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $99,309.

    13F-HR 0001062993-25-008106 filed by Coastline Trust Co
    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 1,738 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $99,987.

    13F-HR 0001062993-25-002286 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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