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Disclosery

INSIGHT 2811, INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSIGHT 2811, INC. on JEPI, newest first. How the timeline and the estimate are built.

INSIGHT 2811, INC. held 0 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,105 shares

    13F-HR 0001334952-26-000005 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,105 shares
    Change vs previous 13F -505 shares

    0.1% of the 13F portfolio, value $234,970.

    13F-HR 0001334952-26-000003 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,610 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $263,231.

    13F-HR 0001334952-25-000012 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,610 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $262,079.

    13F-HR 0001580642-25-005033 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,660 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $266,272.

    13F-HR 0001580642-25-003064 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,660 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $268,090.

    13F-HR 0001580642-25-000960 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,660 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $277,317.

    13F-HR 0001580642-24-006738 filed by INSIGHT 2811, INC.
    Filed (acceptance time not in the bulk data set), ingested

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