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Disclosery

DOVER ADVISORS, LLC: JEPI position timeline

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

DOVER ADVISORS, LLC held 7,918 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,918 shares
    Change vs previous 13F +135 shares

    0.19% of the 13F portfolio, value $456,608.

    13F-HR 0001951757-26-001145 filed by DOVER ADVISORS, 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 7,783 shares
    Change vs previous 13F -135 shares

    0.18% of the 13F portfolio, value $441,140.

    13F-HR 0001951757-26-000539 filed by DOVER ADVISORS, 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 7,918 shares
    Change vs previous 13F -6,679 shares

    0.18% of the 13F portfolio, value $456,608.

    13F-HR 0001951757-26-000413 filed by DOVER ADVISORS, 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 14,597 shares
    Change vs previous 13F -1,014 shares

    0.33% of the 13F portfolio, value $833,489.

    13F-HR 0001951757-25-001361 filed by DOVER ADVISORS, 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 15,611 shares
    Change vs previous 13F -1,486 shares

    0.39% of the 13F portfolio, value $887,485.

    13F-HR 0001951757-25-000579 filed by DOVER ADVISORS, 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 17,097 shares
    Change vs previous 13F -3,958 shares

    0.43% of the 13F portfolio, value $976,923.

    13F-HR 0001951757-25-000378 filed by DOVER ADVISORS, 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 21,055 shares
    Change vs previous 13F -453 shares

    0.69% of the 13F portfolio, value $1,211,294.

    13F-HR 0001951757-25-000178 filed by DOVER ADVISORS, 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 21,508 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,279,941.

    13F-HR 0001951757-24-001031 filed by DOVER ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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