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Disclosery

Integrity Advisory Solutions, LLC: JEPI position timeline

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

Integrity Advisory Solutions, LLC held 7,366 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,366 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $416,032.

    13F-HR 0001172661-26-002987 filed by Integrity Advisory Solutions, 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 7,338 shares
    Change vs previous 13F +224 shares

    0.05% of the 13F portfolio, value $415,918.

    13F-HR 0001172661-26-001650 filed by Integrity Advisory Solutions, 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 7,114 shares
    Change vs previous 13F +789 shares

    0.06% of the 13F portfolio, value $407,205.

    13F-HR 0001172661-26-000543 filed by Integrity Advisory Solutions, 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 6,325 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $361,158.

    13F-HR 0001172661-25-004735 filed by Integrity Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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