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First Heartland Consultants, Inc.: JEPI position timeline

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

First Heartland Consultants, Inc. held 17,301 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,301 shares
    Change vs previous 13F -975 shares

    0.06% of the 13F portfolio, value $972,671.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,276 shares
    Change vs previous 13F +833 shares

    0.07% of the 13F portfolio, value $1,032,239.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,443 shares
    Change vs previous 13F -513 shares

    0.08% of the 13F portfolio, value $988,685.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,956 shares
    Change vs previous 13F -3,745 shares

    0.08% of the 13F portfolio, value $1,027,823.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,701 shares
    Change vs previous 13F -604 shares

    0.1% of the 13F portfolio, value $1,239,150.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,305 shares
    Change vs previous 13F +242 shares

    0.11% of the 13F portfolio, value $1,268,044.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,063 shares
    Change vs previous 13F -2,068 shares

    0.13% of the 13F portfolio, value $1,260,681.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,131 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,388,269.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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