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Disclosery

Community Financial Services Group, LLC: JEPI position timeline

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

Community Financial Services Group, LLC held 117,545 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,545 shares
    Change vs previous 13F -60 shares

    0.96% of the 13F portfolio, value $6,596,626.

    13F-HR 0001537319-26-000003 filed by Community Financial Services Group, 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 117,605 shares
    Change vs previous 13F +3,211 shares

    1.17% of the 13F portfolio, value $6,634,098.

    13F-HR 0001537319-26-000002 filed by Community Financial Services Group, 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 114,394 shares
    Change vs previous 13F -1,731 shares

    1.2% of the 13F portfolio, value $6,547,925.

    13F-HR 0001537319-26-000001 filed by Community Financial Services Group, 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 116,125 shares
    Change vs previous 13F +2,904 shares

    1.22% of the 13F portfolio, value $6,630,803.

    13F-HR 0001537319-25-000005 filed by Community Financial Services Group, 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 113,221 shares
    Change vs previous 13F +1,779 shares

    1.28% of the 13F portfolio, value $6,436,649.

    13F-HR 0001537319-25-000004 filed by Community Financial Services Group, 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 111,442 shares
    Change vs previous 13F +30,688 shares

    1.38% of the 13F portfolio, value $6,367,812.

    13F-HR 0001537319-25-000002 filed by Community Financial Services Group, 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 80,754 shares
    Change vs previous 13F +15,821 shares

    0.92% of the 13F portfolio, value $4,645,785.

    13F-HR 0001537319-25-000001 filed by Community Financial Services Group, 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 64,933 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,864,174.

    13F-HR 0001537319-24-000006 filed by Community Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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