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Disclosery

Main Street Financial Solutions, LLC: JEPI position timeline

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

Main Street Financial Solutions, LLC held 8,159 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,159 shares
    Change vs previous 13F -3,671 shares

    0.03% of the 13F portfolio, value $460,807.

    13F-HR 0001763350-26-000003 filed by Main Street Financial Solutions, 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 11,830 shares
    Change vs previous 13F -4,735 shares

    0.05% of the 13F portfolio, value $670,537.

    13F-HR 0001763350-26-000002 filed by Main Street Financial Solutions, 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 16,565 shares
    Change vs previous 13F -42,205 shares

    0.07% of the 13F portfolio, value $948,199.

    13F-HR 0001763350-26-000001 filed by Main Street Financial Solutions, 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 58,770 shares
    Change vs previous 13F +5,032 shares

    0.22% of the 13F portfolio, value $3,355,797.

    13F-HR 0001763350-25-000002 filed by Main Street Financial Solutions, 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 53,738 shares
    Change vs previous 13F +36,369 shares

    0.22% of the 13F portfolio, value $3,054,968.

    13F-HR 0001085146-25-005143 filed by Main Street Financial Solutions, 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 17,369 shares
    Change vs previous 13F -19,608 shares

    0.09% of the 13F portfolio, value $992,462.

    13F-HR 0001085146-25-002764 filed by Main Street Financial Solutions, 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 36,977 shares
    Change vs previous 13F +29,360 shares

    0.21% of the 13F portfolio, value $2,127,259.

    13F-HR 0001085146-25-001341 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,617 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $453,280.

    13F-HR 0001085146-24-005373 filed by Main Street Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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