Henderson Brothers Financial Partners, LLC: JEPI position timeline

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

Henderson Brothers Financial Partners, LLC held 75,586 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 75,586 shares
Change vs previous 13F +68,830 shares
2.02% of the 13F portfolio, value $4,269,093.
13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial Partners, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,756 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $382,928.
13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial Partners, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).