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Disclosery

Menard Financial Group LLC: JEPI position timeline

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

Menard Financial Group LLC held 13,248 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 13,248 shares
    Change vs previous 13F -2,370 shares

    0.41% of the 13F portfolio, value $748,261.

    13F-HR 0001803156-26-000004 filed by Menard Financial Group 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 15,618 shares
    Change vs previous 13F +209 shares

    0.62% of the 13F portfolio, value $885,228.

    13F-HR 0001803156-26-000003 filed by Menard 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 ended2025-12-31
    13F 15,409 shares
    Change vs previous 13F -483 shares

    0.61% of the 13F portfolio, value $882,011.

    13F-HR 0001803156-26-000002 filed by Menard 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 ended2025-09-30
    13F 15,892 shares
    Change vs previous 13F -1,127 shares

    0.61% of the 13F portfolio, value $907,433.

    13F-HR 0001803156-25-000006 filed by Menard 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 ended2025-06-30
    13F 17,019 shares
    Change vs previous 13F -231 shares

    0.57% of the 13F portfolio, value $967,530.

    13F-HR 0002035601-25-000004 filed by Menard 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 ended2025-03-31
    13F 17,250 shares
    Change vs previous 13F -603 shares

    0.63% of the 13F portfolio, value $955,478.

    13F-HR 0001803156-25-000003 filed by Menard Financial Group 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 17,853 shares
    Change vs previous 13F -72 shares

    0.62% of the 13F portfolio, value $1,027,083.

    13F-HR 0001803156-25-000001 filed by Menard Financial Group 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 17,925 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,066,717.

    13F-HR 0001803156-24-000008 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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