Skip to content
Disclosery

MAINSAIL ASSET MANAGEMENT, LLC: JEPI position timeline

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

MAINSAIL ASSET MANAGEMENT, LLC held 18,420 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,420 shares
    Change vs previous 13F +529 shares

    0.41% of the 13F portfolio, value $1,041,660.

    13F-HR 0002016972-26-000008 filed by MAINSAIL ASSET MANAGEMENT, 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 17,891 shares
    Change vs previous 13F +342 shares

    0.46% of the 13F portfolio, value $1,014,057.

    13F-HR 0002016972-26-000005 filed by MAINSAIL ASSET MANAGEMENT, 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 17,549 shares
    Change vs previous 13F +126 shares

    0.43% of the 13F portfolio, value $1,004,501.

    13F-HR 0002016972-26-000003 filed by MAINSAIL ASSET MANAGEMENT, 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 17,423 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $994,835.

    13F-HR 0002016972-25-000011 filed by MAINSAIL ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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