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Disclosery

Family Investment Center, Inc.: JEPI position timeline

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

Family Investment Center, Inc. held 4,151 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,151 shares
    Change vs previous 13F +4,151 shares

    0.04% of the 13F portfolio, value $234,448.

    13F-HR 0002085853-26-000821 filed by Family Investment Center, 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 0 shares
    Change vs previous 13F -3,821 shares

    13F-HR 0002085853-26-000073 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 3,821 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $218,179.

    13F-HR 0002085853-25-000127 filed by Family Investment Center, 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 3,733 shares
    Change vs previous 13F +3,733 shares

    0.05% of the 13F portfolio, value $212,221.

    13F-HR 0001667731-25-000804 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,982 shares

    13F-HR 0001667731-25-000510 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 3,982 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $229,084.

    13F-HR 0001667731-25-000120 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,050 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $241,016.

    13F-HR 0001897700-24-000007 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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