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Laraway Financial Advisors Inc: JEPI position timeline

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

Laraway Financial Advisors Inc held 14,043 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,043 shares
    Change vs previous 13F +512 shares

    0.48% of the 13F portfolio, value $793,122.

    13F-HR 0001908275-26-000003 filed by Laraway Financial Advisors Inc
    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 13,531 shares
    Change vs previous 13F +985 shares

    0.54% of the 13F portfolio, value $766,925.

    13F-HR 0001908275-26-000002 filed by Laraway Financial Advisors Inc
    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 12,546 shares
    Change vs previous 13F +2,610 shares

    0.47% of the 13F portfolio, value $718,125.

    13F-HR 0001908275-26-000001 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,936 shares
    Change vs previous 13F +1,751 shares

    0.39% of the 13F portfolio, value $567,363.

    13F-HR 0001908275-25-000005 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 8,185 shares
    Change vs previous 13F +260 shares

    0.35% of the 13F portfolio, value $465,317.

    13F-HR 0001908275-25-000004 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,925 shares
    Change vs previous 13F +1,050 shares

    0.36% of the 13F portfolio, value $452,835.

    13F-HR 0001908275-25-000002 filed by Laraway Financial Advisors Inc
    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 6,875 shares
    Change vs previous 13F +250 shares

    0.3% of the 13F portfolio, value $395,519.

    13F-HR 0001908275-25-000001 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,625 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $394,254.

    13F-HR 0001908275-24-000005 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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