NATIONS FINANCIAL GROUP INC, /IA/ /ADV: JEPI position timeline

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

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 80,906 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 80,906 shares
Change vs previous 13F +15,541 shares
0.22% of the 13F portfolio, value $4,569,612.
13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 65,365 shares
Change vs previous 13F +10,260 shares
0.19% of the 13F portfolio, value $3,704,919.
13F-HR 0001109767-26-000007 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 55,105 shares
Change vs previous 13F +4,395 shares
0.17% of the 13F portfolio, value $3,154,249.
13F-HR 0001109767-26-000002 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 50,710 shares
Change vs previous 13F -46,056 shares
0.18% of the 13F portfolio, value $2,895,547.
13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 96,766 shares
Change vs previous 13F -30,697 shares
0.38% of the 13F portfolio, value $5,501,166.
13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 127,463 shares
Change vs previous 13F -12,648 shares
0.56% of the 13F portfolio, value $7,283,284.
13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 140,111 shares
Change vs previous 13F +1,734 shares
0.59% of the 13F portfolio, value $8,060,622.
13F-HR 0001376474-25-000126 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 138,377 shares
Change vs previous 13F not available
0.6% of the 13F portfolio, value $8,234,822.
13F-HR 0001376474-24-000642 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).