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Disclosery

Horizon Advisory Services, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Advisory Services, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Horizon Advisory Services, Inc. held 643,054 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 643,054 shares
    Change vs previous 13F +147,926 shares

    15.32% of the 13F portfolio, value $36,319,716.

    13F-HR 0001799006-26-000003 filed by Horizon Advisory 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 495,128 shares
    Change vs previous 13F +8,895 shares

    14.38% of the 13F portfolio, value $28,063,865.

    13F-HR 0001799006-26-000002 filed by Horizon Advisory 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 486,233 shares
    Change vs previous 13F +2,960 shares

    14.08% of the 13F portfolio, value $27,831,953.

    13F-HR 0001799006-26-000001 filed by Horizon Advisory 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 483,273 shares
    Change vs previous 13F +9,291 shares

    14.12% of the 13F portfolio, value $27,594,906.

    13F-HR 0001799006-25-000006 filed by Horizon Advisory 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 473,982 shares
    Change vs previous 13F +9,288 shares

    14.48% of the 13F portfolio, value $26,945,897.

    13F-HR 0001799006-25-000004 filed by Horizon Advisory 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 464,694 shares
    Change vs previous 13F -1,420 shares

    15.03% of the 13F portfolio, value $26,552,602.

    13F-HR 0001799006-25-000003 filed by Horizon Advisory 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 466,114 shares
    Change vs previous 13F -10,749 shares

    15.35% of the 13F portfolio, value $26,815,519.

    13F-HR 0001799006-25-000001 filed by Horizon Advisory 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 476,863 shares
    Change vs previous 13F not available

    12.94% of the 13F portfolio, value $28,378,123.

    13F-HR 0001799006-24-000006 filed by Horizon Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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