Skip to content
Disclosery

NFSG Corp: JEPI position timeline

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

NFSG Corp held 65,652 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,652 shares
    Change vs previous 13F -434 shares

    0.46% of the 13F portfolio, value $3,708,013.

    13F-HR 0001879757-26-000007 filed by NFSG Corp
    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 66,086 shares
    Change vs previous 13F +67 shares

    0.62% of the 13F portfolio, value $3,745,744.

    13F-HR 0001879757-26-000005 filed by NFSG Corp
    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 66,019 shares
    Change vs previous 13F -1,061 shares

    0.59% of the 13F portfolio, value $3,778,910.

    13F-HR 0001879757-26-000001 filed by NFSG Corp
    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 67,080 shares
    Change vs previous 13F -5,230 shares

    0.57% of the 13F portfolio, value $3,830,282.

    13F-HR 0001879757-25-000004 filed by NFSG Corp
    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 72,310 shares
    Change vs previous 13F -11,140 shares

    0.67% of the 13F portfolio, value $4,110,829.

    13F-HR 0001879757-25-000002 filed by NFSG Corp
    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 83,450 shares
    Change vs previous 13F +4,490 shares

    1.16% of the 13F portfolio, value $4,768,331.

    13F-HR 0001879757-25-000001 filed by NFSG Corp
    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 78,960 shares
    Change vs previous 13F +3,871 shares

    1.17% of the 13F portfolio, value $4,542,565.

    13F-HR 0001883134-25-000002 filed by NFSG Corp
    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 75,089 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,468,516.

    13F-HR 0001879757-24-000009 filed by NFSG Corp
    Filed (acceptance time not in the bulk data set), ingested

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