Integrity Investment Advisors, LLC: JEPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrity Investment Advisors, LLC on JEPI, newest first. How the timeline and the estimate are built.
Integrity Investment Advisors, LLC held 0 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-02-13.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -105,546 shares
13F-HR 0002066359-26-000001 filed by Integrity Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 105,546 sharesChange vs previous 13F -13,609 shares
4% of the 13F portfolio, value $6,026,705.
13F-HR 0002066359-25-000003 filed by Integrity Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 119,155 sharesChange vs previous 13F -27 shares
5.21% of the 13F portfolio, value $6,773,982.
13F-HR 0002066359-25-000002 filed by Integrity Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 119,182 sharesChange vs previous 13F not available
6.22% of the 13F portfolio, value $6,810,087.
13F-HR 0002066359-25-000001 filed by Integrity Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).