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Ignite Planners, LLC: JEPI position timeline

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

Ignite Planners, LLC held 66,208 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,208 shares
    Change vs previous 13F +2,650 shares

    0.51% of the 13F portfolio, value $3,739,416.

    13F-HR 0002085853-26-000834 filed by Ignite Planners, 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 63,558 shares
    Change vs previous 13F +537 shares

    0.56% of the 13F portfolio, value $3,602,460.

    13F-HR 0002085853-26-000405 filed by Ignite Planners, 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 63,021 shares
    Change vs previous 13F +1,061 shares

    0.57% of the 13F portfolio, value $3,690,493.

    13F-HR 0002085853-26-000216 filed by Ignite Planners, 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 61,960 shares
    Change vs previous 13F +1,050 shares

    0.58% of the 13F portfolio, value $3,537,930.

    13F-HR 0001085146-25-005835 filed by Ignite Planners, 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/A 60,910 shares
    Change vs previous 13F +843 shares

    0.6% of the 13F portfolio, value $3,470,049.

    13F-HR/A 0001085146-25-004721 filed by Ignite Planners, 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 60,067 shares
    Change vs previous 13F -1,420 shares

    0.65% of the 13F portfolio, value $3,309,697.

    13F-HR 0001085146-25-002612 filed by Ignite Planners, 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 61,487 shares
    Change vs previous 13F +328 shares

    0.78% of the 13F portfolio, value $3,565,062.

    13F-HR 0001085146-25-000164 filed by Ignite Planners, 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 61,159 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,639,611.

    13F-HR 0001085146-24-004659 filed by Ignite Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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