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Decker Retirement Planning Inc.: JEPI position timeline

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

Decker Retirement Planning Inc. held 193,043 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,043 shares
    Change vs previous 13F +51,529 shares

    3.71% of the 13F portfolio, value $10,903,042.

    13F-HR 0001975700-26-000013 filed by Decker Retirement Planning 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 141,514 shares
    Change vs previous 13F +58,235 shares

    3.63% of the 13F portfolio, value $8,021,024.

    13F-HR 0001975700-26-000012 filed by Decker Retirement Planning 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 83,279 shares
    Change vs previous 13F +58,137 shares

    2.37% of the 13F portfolio, value $4,766,889.

    13F-HR 0001975700-26-000001 filed by Decker Retirement Planning 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 25,142 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,435,610.

    13F-HR 0001975700-25-000005 filed by Decker Retirement Planning Inc.
    Filed (acceptance time not in the bulk data set), ingested

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