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HANTZ FINANCIAL SERVICES, INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HANTZ FINANCIAL SERVICES, INC. on JEPI, newest first. How the timeline and the estimate are built.

HANTZ FINANCIAL SERVICES, INC. held 1,069 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,069 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $60,000.

    13F-HR 0001071061-26-000008 filed by HANTZ FINANCIAL SERVICES, 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 1,068 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $61,000.

    13F-HR 0001071061-26-000005 filed by HANTZ FINANCIAL SERVICES, 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 1,125 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $64,000.

    13F-HR 0001071061-26-000002 filed by HANTZ FINANCIAL SERVICES, 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 1,134 shares
    Change vs previous 13F -6,642 shares

    <0.01% of the 13F portfolio, value $65,000.

    13F-HR 0001071061-25-000016 filed by HANTZ FINANCIAL SERVICES, 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 7,776 shares
    Change vs previous 13F +6,744 shares

    0.01% of the 13F portfolio, value $442,000.

    13F-HR 0001071061-25-000010 filed by HANTZ FINANCIAL SERVICES, 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 1,032 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $59,000.

    13F-HR 0001071061-25-000008 filed by HANTZ FINANCIAL SERVICES, 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 1,031 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $59,000.

    13F-HR 0001071061-25-000004 filed by HANTZ FINANCIAL SERVICES, 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 1,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $61,000.

    13F-HR 0001071061-24-000032 filed by HANTZ FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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