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Galvin, Gaustad & Stein, LLC: JEPI position timeline

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

Galvin, Gaustad & Stein, LLC held 37,114 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 37,114 shares
    Change vs previous 13F -6,543 shares

    0.16% of the 13F portfolio, value $2,086,564.

    13F-HR 0001172661-26-004437 filed by Galvin, Gaustad & Stein, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,657 shares
    Change vs previous 13F +5,084 shares

    0.18% of the 13F portfolio, value $2,465,723.

    13F-HR 0001172661-26-002918 filed by Galvin, Gaustad & Stein, LLC
    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 38,573 shares
    Change vs previous 13F +5,993 shares

    0.18% of the 13F portfolio, value $2,186,298.

    13F-HR 0001172661-26-001932 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,580 shares
    Change vs previous 13F -4,331 shares

    0.15% of the 13F portfolio, value $1,864,899.

    13F-HR 0001172661-26-000291 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,911 shares
    Change vs previous 13F -513 shares

    0.17% of the 13F portfolio, value $2,107,607.

    13F-HR 0001172661-25-004383 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 37,424 shares
    Change vs previous 13F +5,496 shares

    0.18% of the 13F portfolio, value $2,127,566.

    13F-HR 0001172661-25-002700 filed by Galvin, Gaustad & Stein, LLC
    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 31,928 shares
    Change vs previous 13F +631 shares

    0.16% of the 13F portfolio, value $1,824,377.

    13F-HR 0001172661-25-001611 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,297 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,800,488.

    13F-HR 0001172661-25-000260 filed by Galvin, Gaustad & Stein, LLC
    Filed (acceptance time not in the bulk data set), ingested

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