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Disclosery

Larson Financial Group LLC: JEPI position timeline

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

Larson Financial Group LLC held 256,056 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,056 shares
    Change vs previous 13F +12,125 shares

    0.38% of the 13F portfolio, value $14,462,063.

    13F-HR 0001104659-26-096672 filed by Larson Financial Group 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 243,931 shares
    Change vs previous 13F +19,445 shares

    0.44% of the 13F portfolio, value $13,826,034.

    13F-HR 0001104659-26-061944 filed by Larson Financial Group 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 224,486 shares
    Change vs previous 13F +15,110 shares

    0.43% of the 13F portfolio, value $12,849,606.

    13F-HR 0001104659-26-011251 filed by Larson Financial Group 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 209,376 shares
    Change vs previous 13F +19,717 shares

    0.42% of the 13F portfolio, value $11,955,343.

    13F-HR 0001104659-25-112247 filed by Larson Financial Group 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 189,659 shares
    Change vs previous 13F +42,848 shares

    0.43% of the 13F portfolio, value $10,782,106.

    13F-HR 0001104659-25-075565 filed by Larson Financial Group 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 146,811 shares
    Change vs previous 13F +41,312 shares

    0.4% of the 13F portfolio, value $8,388,777.

    13F-HR 0001104659-25-043932 filed by Larson Financial Group 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 105,499 shares
    Change vs previous 13F +14,140 shares

    0.31% of the 13F portfolio, value $6,069,342.

    13F-HR 0001104659-25-010344 filed by Larson Financial Group LLC
    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 91,359 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,436,777.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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