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FourThought Financial Partners, LLC: JEPI position timeline

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

FourThought Financial Partners, LLC held 76,563 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,563 shares
    Change vs previous 13F +2,004 shares

    0.33% of the 13F portfolio, value $4,324,251.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 74,559 shares
    Change vs previous 13F +328 shares

    0.36% of the 13F portfolio, value $4,225,990.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 74,231 shares
    Change vs previous 13F +3,855 shares

    0.36% of the 13F portfolio, value $4,248,967.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 70,376 shares
    Change vs previous 13F +3,453 shares

    0.35% of the 13F portfolio, value $4,018,497.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 66,923 shares
    Change vs previous 13F +3,035 shares

    0.38% of the 13F portfolio, value $3,804,570.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 63,888 shares
    Change vs previous 13F +1,502 shares

    0.38% of the 13F portfolio, value $3,650,546.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, 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 62,386 shares
    Change vs previous 13F +76 shares

    0.37% of the 13F portfolio, value $3,589,111.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, 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 62,310 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,708,084.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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