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Disclosery

New Century Financial Group, LLC: JEPI position timeline

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

New Century Financial Group, LLC held 0 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,769 shares

    13F-HR 0001667731-25-000891 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 8,769 shares
    Change vs previous 13F -24,876 shares

    0.58% of the 13F portfolio, value $501,082.

    13F-HR 0001667731-25-000436 filed by New Century 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 ended2024-12-31
    13F 33,645 shares
    Change vs previous 13F +4,771 shares

    0.83% of the 13F portfolio, value $1,950,741.

    13F-HR 0001667731-25-000045 filed by New Century 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 ended2024-09-30
    13F 28,874 shares
    Change vs previous 13F +23,285 shares

    0.63% of the 13F portfolio, value $1,718,337.

    13F-HR 0002010693-24-000004 filed by New Century 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 ended2024-06-30
    13F 5,589 shares
    Change vs previous 13F -9,768 shares

    0.13% of the 13F portfolio, value $316,785.

    13F-HR 0002010693-24-000003 filed by New Century 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 ended2024-03-31
    13F 15,357 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $888,556.

    13F-HR 0002010693-24-000002 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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