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Disclosery

Coordinated Financial Services, Inc.: JEPI position timeline

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

Coordinated Financial Services, Inc. held 17,052 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,052 shares
    Change vs previous 13F -3,889 shares

    0.56% of the 13F portfolio, value $966,484.

    13F-HR 0001986152-26-000055 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 20,941 shares
    Change vs previous 13F -6,212 shares

    0.69% of the 13F portfolio, value $1,198,643.

    13F-HR 0001986152-26-000017 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 27,153 shares
    Change vs previous 13F -445 shares

    0.99% of the 13F portfolio, value $1,550,440.

    13F-HR 0001986152-25-000095 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 27,598 shares
    Change vs previous 13F +666 shares

    1.09% of the 13F portfolio, value $1,568,939.

    13F-HR 0002055532-25-000001 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 26,932 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,549,371.

    13F-HR 0001986152-25-000023 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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