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Financial Alternatives, Inc: JEPI position timeline

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

Financial Alternatives, Inc held 129,653 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,653 shares
    Change vs previous 13F -3,530 shares

    3.61% of the 13F portfolio, value $7,322,802.

    13F-HR 0001967227-26-000003 filed by Financial Alternatives, 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 133,183 shares
    Change vs previous 13F +3,951 shares

    4.07% of the 13F portfolio, value $7,548,813.

    13F-HR 0001967227-26-000002 filed by Financial Alternatives, 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 129,232 shares
    Change vs previous 13F +7,320 shares

    4.3% of the 13F portfolio, value $7,397,240.

    13F-HR 0001967227-26-000001 filed by Financial Alternatives, 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 121,912 shares
    Change vs previous 13F -3,107 shares

    4.22% of the 13F portfolio, value $6,961,176.

    13F-HR 0001967227-25-000005 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 125,019 shares
    Change vs previous 13F +7,359 shares

    4.63% of the 13F portfolio, value $7,107,355.

    13F-HR 0001085146-25-004559 filed by Financial Alternatives, Inc
    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 117,660 shares
    Change vs previous 13F +5,025 shares

    4.79% of the 13F portfolio, value $6,723,117.

    13F-HR 0001085146-25-002567 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 112,635 shares
    Change vs previous 13F +3,152 shares

    4.57% of the 13F portfolio, value $6,479,901.

    13F-HR 0001085146-25-001264 filed by Financial Alternatives, Inc
    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 109,483 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $6,515,341.

    13F-HR 0001085146-24-005795 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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