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LITTLEJOHN FINANCIAL SERVICES, INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LITTLEJOHN FINANCIAL SERVICES, INC. on JEPI, newest first. How the timeline and the estimate are built.

LITTLEJOHN FINANCIAL SERVICES, INC. held 41,595 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,595 shares
    Change vs previous 13F +3,594 shares

    1.71% of the 13F portfolio, value $2,349,264.

    13F-HR 0001951757-26-001043 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 38,001 shares
    Change vs previous 13F -1,606 shares

    1.62% of the 13F portfolio, value $2,153,893.

    13F-HR 0001951757-26-000709 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 39,607 shares
    Change vs previous 13F +2,377 shares

    1.67% of the 13F portfolio, value $2,267,077.

    13F-HR 0001951757-26-000361 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 37,230 shares
    Change vs previous 13F +1,337 shares

    1.55% of the 13F portfolio, value $2,125,857.

    13F-HR 0001951757-25-001206 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 35,893 shares
    Change vs previous 13F -4,130 shares

    1.58% of the 13F portfolio, value $2,040,517.

    13F-HR 0001951757-25-000864 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 40,023 shares
    Change vs previous 13F +2,267 shares

    1.81% of the 13F portfolio, value $2,286,914.

    13F-HR 0001951757-25-000326 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    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 37,756 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,231,858.

    13F-HR 0001951757-25-000153 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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