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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

  1. period ended2026-06-30
    13F 7,099 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 7,120 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 7,284 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F/A 6,972 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 6,901 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 6,711 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F/A 6,912 shares
    Change 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), ingested

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