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Innovative Advisory Group, LLC: JEPI position timeline

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

Innovative Advisory Group, LLC held 7,813 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-09-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,813 shares
    Change vs previous 13F -1,438 shares

    0.34% of the 13F portfolio, value $441,265.

    13F-HR 0001754960-26-000803 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 9,251 shares
    Change vs previous 13F -2,950 shares

    0.46% of the 13F portfolio, value $524,349.

    13F-HR 0001754960-26-000804 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 12,201 shares
    Change vs previous 13F -69 shares

    0.46% of the 13F portfolio, value $698,392.

    13F-HR 0001754960-26-000810 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 12,270 shares
    Change vs previous 13F +1,366 shares

    0.46% of the 13F portfolio, value $700,645.

    13F-HR 0001754960-26-000809 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 10,904 shares
    Change vs previous 13F +932 shares

    0.53% of the 13F portfolio, value $619,883.

    13F-HR 0001754960-26-000808 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 9,972 shares
    Change vs previous 13F +5,331 shares

    0.54% of the 13F portfolio, value $569,822.

    13F-HR 0001754960-26-000807 filed by Innovative Advisory Group, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 4,641 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $267,012.

    13F-HR 0001754960-26-000806 filed by Innovative Advisory Group, LLC
    Accepted , ingested