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Disclosery

Legacy Bridge, LLC: JEPI position timeline

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

Legacy Bridge, LLC held 11,799 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 11,799 shares
    Change vs previous 13F -2,792 shares

    0.21% of the 13F portfolio, value $666,428.

    13F-HR 0001689144-26-000003 filed by Legacy Bridge, 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 14,591 shares
    Change vs previous 13F +394 shares

    0.32% of the 13F portfolio, value $827,038.

    13F-HR 0001689144-26-000002 filed by Legacy Bridge, 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 14,197 shares
    Change vs previous 13F +300 shares

    0.33% of the 13F portfolio, value $812,657.

    13F-HR 0001689144-26-000001 filed by Legacy Bridge, 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 13,897 shares
    Change vs previous 13F -749 shares

    0.33% of the 13F portfolio, value $793,539.

    13F-HR 0001689144-25-000005 filed by Legacy Bridge, 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 14,646 shares
    Change vs previous 13F -2,022 shares

    0.4% of the 13F portfolio, value $832,654.

    13F-HR 0001689144-25-000003 filed by Legacy Bridge, 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 16,668 shares
    Change vs previous 13F -826 shares

    0.53% of the 13F portfolio, value $952,404.

    13F-HR 0001689144-25-000002 filed by Legacy Bridge, 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 17,494 shares
    Change vs previous 13F +1 shares

    0.52% of the 13F portfolio, value $1,006,418.

    13F-HR 0001689144-25-000001 filed by Legacy Bridge, 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 17,493 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,041,009.

    13F-HR 0001689144-24-000007 filed by Legacy Bridge, LLC
    Filed (acceptance time not in the bulk data set), ingested

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