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Leverty Financial Group, LLC: JPEF position timeline

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

Leverty Financial Group, LLC held 354,233 JPEF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 354,233 shares
    Change vs previous 13F +8,610 shares

    5.25% of the 13F portfolio, value $28,789,229.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 345,623 shares
    Change vs previous 13F +6,407 shares

    5.4% of the 13F portfolio, value $27,763,939.

    13F-HR 0002085853-26-000686 filed by Leverty 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 ended2026-03-31
    13F 339,216 shares
    Change vs previous 13F +17,111 shares

    5.39% of the 13F portfolio, value $24,358,979.

    13F-HR 0002085853-26-000307 filed by Leverty 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 ended2025-12-31
    13F 322,105 shares
    Change vs previous 13F +1,110 shares

    5.75% of the 13F portfolio, value $24,057,071.

    13F-HR 0002085853-26-000020 filed by Leverty 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 ended2025-09-30
    13F 320,995 shares
    Change vs previous 13F +35,001 shares

    6.17% of the 13F portfolio, value $23,776,526.

    13F-HR 0002085853-25-000022 filed by Leverty 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 ended2025-06-30
    13F 285,994 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $20,059,036.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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