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Disclosery

Hixon Zuercher, LLC: JEPI position timeline

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

Hixon Zuercher, LLC held 5,405 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,405 shares
    Change vs previous 13F -1,647 shares

    0.09% of the 13F portfolio, value $303,896.

    13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,052 shares
    Change vs previous 13F -4,226 shares

    0.12% of the 13F portfolio, value $398,297.

    13F-HR 0002085853-26-000772 filed by Hixon Zuercher, 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 11,278 shares
    Change vs previous 13F +708 shares

    0.2% of the 13F portfolio, value $639,250.

    13F-HR 0002085853-26-000411 filed by Hixon Zuercher, 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 10,570 shares
    Change vs previous 13F -966 shares

    0.18% of the 13F portfolio, value $605,037.

    13F-HR 0002085853-26-000082 filed by Hixon Zuercher, 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 11,536 shares
    Change vs previous 13F +496 shares

    0.2% of the 13F portfolio, value $658,726.

    13F-HR 0002085853-25-000070 filed by Hixon Zuercher, 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 11,040 shares
    Change vs previous 13F +1,022 shares

    0.2% of the 13F portfolio, value $627,631.

    13F-HR 0001667731-25-001033 filed by Hixon Zuercher, 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 10,018 shares
    Change vs previous 13F +1,290 shares

    0.2% of the 13F portfolio, value $572,428.

    13F-HR 0001667731-25-000533 filed by Hixon Zuercher, 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 8,728 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $502,142.

    13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
    Filed (acceptance time not in the bulk data set), ingested

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