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KERR FINANCIAL PLANNING Corp: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on JEPI, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 35,263 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,263 shares
    Change vs previous 13F -2,465 shares

    2.22% of the 13F portfolio, value $1,991,641.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 37,728 shares
    Change vs previous 13F +3,053 shares

    1.52% of the 13F portfolio, value $2,154,928.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 34,675 shares
    Change vs previous 13F +9,987 shares

    2.74% of the 13F portfolio, value $2,023,961.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 24,688 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $1,402,367.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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