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Newman Dignan & Sheerar, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Newman Dignan & Sheerar, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Newman Dignan & Sheerar, Inc. held 5,213 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,213 shares
    Change vs previous 13F +79 shares

    0.06% of the 13F portfolio, value $294,448.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, Inc.
    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 5,134 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $290,983.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, Inc.
    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 5,067 shares
    Change vs previous 13F +456 shares

    0.06% of the 13F portfolio, value $290,009.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, Inc.
    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 4,611 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $263,276.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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