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Investor's Fiduciary Advisor Network, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investor's Fiduciary Advisor Network, LLC on JEPI, newest first. How the timeline and the estimate are built.

Investor's Fiduciary Advisor Network, LLC held 25,555 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,555 shares
    Change vs previous 13F -6,476 shares

    0.49% of the 13F portfolio, value $1,443,000.

    13F-HR 0002044901-26-000003 filed by Investor's Fiduciary Advisor Network, 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 32,031 shares
    Change vs previous 13F -671 shares

    0.56% of the 13F portfolio, value $1,815,000.

    13F-HR 0002044901-26-000002 filed by Investor's Fiduciary Advisor Network, 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 32,702 shares
    Change vs previous 13F -3,528 shares

    0.4% of the 13F portfolio, value $1,871,000.

    13F-HR 0002044901-26-000001 filed by Investor's Fiduciary Advisor Network, 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 36,230 shares
    Change vs previous 13F +1,790 shares

    0.7% of the 13F portfolio, value $2,068,000.

    13F-HR 0002044901-25-000004 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,440 shares
    Change vs previous 13F +5,989 shares

    0.73% of the 13F portfolio, value $1,957,000.

    13F-HR 0002059344-25-000003 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,451 shares
    Change vs previous 13F +2,594 shares

    0.77% of the 13F portfolio, value $1,625,000.

    13F-HR 0001898296-25-000007 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 25,857 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,487,000.

    13F-HR 0002044901-25-000002 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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