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Moisand Fitzgerald Tamayo, LLC: JEPI position timeline

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

Moisand Fitzgerald Tamayo, LLC held 200 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,244.

    13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,296.

    13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, 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 200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,336.

    13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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