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Disclosery

Integrated Financial Solutions, Inc.: JEPI position timeline

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

Integrated Financial Solutions, Inc. held 89,295 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 89,295 shares
    Change vs previous 13F +3,050 shares

    2.58% of the 13F portfolio, value $5,020,150.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,245 shares
    Change vs previous 13F +6,900 shares

    2.63% of the 13F portfolio, value $4,871,102.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 79,345 shares
    Change vs previous 13F +7,250 shares

    3.12% of the 13F portfolio, value $4,497,259.

    13F-HR 0002085853-26-000340 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,095 shares
    Change vs previous 13F +17,800 shares

    2.94% of the 13F portfolio, value $4,126,702.

    13F-HR 0002085853-26-000070 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 54,295 shares
    Change vs previous 13F +1,133 shares

    2.14% of the 13F portfolio, value $3,100,229.

    13F-HR/A 0002085853-26-000044 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 53,162 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $3,022,284.

    13F-HR 0002085853-26-000043 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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