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Legacy Edge Advisors, LLC: JEPI position timeline

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

Legacy Edge Advisors, LLC held 262,507 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 262,507 shares
    Change vs previous 13F +19,080 shares

    1.36% of the 13F portfolio, value $14,826,411.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, 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 243,427 shares
    Change vs previous 13F -15,684 shares

    1.45% of the 13F portfolio, value $13,797,425.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, 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 259,111 shares
    Change vs previous 13F +19,958 shares

    1.62% of the 13F portfolio, value $14,831,510.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, 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 239,153 shares
    Change vs previous 13F +24,697 shares

    1.61% of the 13F portfolio, value $13,655,662.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, 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 214,456 shares
    Change vs previous 13F +34,231 shares

    1.63% of the 13F portfolio, value $12,191,812.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, 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 180,225 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $10,298,059.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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