LEIGH BALDWIN & CO., LLC: JEPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEIGH BALDWIN & CO., LLC on JEPI, newest first. How the timeline and the estimate are built.
LEIGH BALDWIN & CO., LLC held 7,099 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 7,099 sharesChange vs previous 13F -21 shares
0.22% of the 13F portfolio, value $400,951.
13F-HR 0000946629-26-000004 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,120 sharesChange vs previous 13F -164 shares
0.26% of the 13F portfolio, value $403,582.
13F-HR 0000946629-26-000003 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,284 sharesChange vs previous 13F +312 shares
0.27% of the 13F portfolio, value $417,000.
13F-HR 0000946629-26-000001 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 6,972 sharesChange vs previous 13F +71 shares
0.22% of the 13F portfolio, value $398,140.
13F-HR/A 0000946629-25-000010 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,901 sharesChange vs previous 13F +190 shares
0.26% of the 13F portfolio, value $392,336.
13F-HR 0000946629-25-000007 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,711 sharesChange vs previous 13F -201 shares
0.31% of the 13F portfolio, value $383,515.
13F-HR 0000946629-25-000005 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 6,912 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $397,645.
13F-HR/A 0000946629-25-000002 filed by LEIGH BALDWIN & CO., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).