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Independent Advisor Alliance: JEPI position timeline

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

Independent Advisor Alliance held 25,288 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,288 shares
    Change vs previous 13F -140,012 shares

    0.03% of the 13F portfolio, value $1,428,263.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 165,300 shares
    Change vs previous 13F +141,345 shares

    0.1% of the 13F portfolio, value $9,369,178.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 23,955 shares
    Change vs previous 13F -4,424 shares

    0.03% of the 13F portfolio, value $1,371,158.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 28,379 shares
    Change vs previous 13F +2,229 shares

    0.04% of the 13F portfolio, value $1,620,438.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 26,150 shares
    Change vs previous 13F +10,037 shares

    0.04% of the 13F portfolio, value $1,486,624.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 16,113 shares
    Change vs previous 13F +2,857 shares

    0.03% of the 13F portfolio, value $920,697.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 13,256 shares
    Change vs previous 13F -1,307 shares

    0.01% of the 13F portfolio, value $762,605.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 14,563 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $866,648.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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