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Disclosery

Continuum Advisory, LLC: JEPI position timeline

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

Continuum Advisory, LLC held 90,569 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,569 shares
    Change vs previous 13F -16,538 shares

    0.41% of the 13F portfolio, value $5,115,342.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 107,107 shares
    Change vs previous 13F -2,439 shares

    0.58% of the 13F portfolio, value $6,070,810.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 109,546 shares
    Change vs previous 13F -7,455 shares

    0.63% of the 13F portfolio, value $6,270,441.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 117,001 shares
    Change vs previous 13F +21,479 shares

    0.71% of the 13F portfolio, value $6,680,739.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 95,522 shares
    Change vs previous 13F -468 shares

    0.65% of the 13F portfolio, value $5,430,436.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 95,990 shares
    Change vs previous 13F +9,212 shares

    0.71% of the 13F portfolio, value $5,484,872.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 86,778 shares
    Change vs previous 13F +7,137 shares

    0.64% of the 13F portfolio, value $4,992,350.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 79,641 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,760,952.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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