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Disclosery

Guardian Financial Partners, LLC: JEPI position timeline

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

Guardian Financial Partners, LLC held 47,385 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,385 shares
    Change vs previous 13F +2,317 shares

    1.04% of the 13F portfolio, value $2,676,304.

    13F-HR 0001723514-26-000004 filed by Guardian 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 45,068 shares
    Change vs previous 13F -182 shares

    1.08% of the 13F portfolio, value $2,554,459.

    13F-HR 0001723514-26-000003 filed by Guardian 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 45,250 shares
    Change vs previous 13F -2,706 shares

    1.09% of the 13F portfolio, value $2,590,131.

    13F-HR 0001723514-26-000002 filed by Guardian 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 47,956 shares
    Change vs previous 13F +2,907 shares

    1.16% of the 13F portfolio, value $2,738,292.

    13F-HR 0001085146-25-005869 filed by Guardian 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 45,049 shares
    Change vs previous 13F +2,470 shares

    1.15% of the 13F portfolio, value $2,561,030.

    13F-HR 0001085146-25-004367 filed by Guardian 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 42,579 shares
    Change vs previous 13F +2,977 shares

    1.16% of the 13F portfolio, value $2,432,976.

    13F-HR 0001085146-25-002247 filed by Guardian 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 39,602 shares
    Change vs previous 13F +3,206 shares

    1.35% of the 13F portfolio, value $2,278,282.

    13F-HR 0001085146-25-000185 filed by Guardian 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 36,396 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,165,900.

    13F-HR 0001085146-24-005293 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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