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Disclosery

OLIVER LAGORE VANVALIN INVESTMENT GROUP: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLIVER LAGORE VANVALIN INVESTMENT GROUP on JEPI, newest first. How the timeline and the estimate are built.

OLIVER LAGORE VANVALIN INVESTMENT GROUP held 565 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 565 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $32,284.

    13F-HR 0001398344-25-013001 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 630 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $36,244.

    13F-HR 0001398344-25-006386 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 530 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,540.

    13F-HR 0001398344-24-019859 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 530 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $30,040.

    13F-HR 0001398344-24-014731 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 530 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $30,666.

    13F-HR 0001398344-24-009673 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 530 shares
    Change vs previous 13F -1,197 shares

    0.01% of the 13F portfolio, value $29,139.

    13F-HR 0001398344-24-001410 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 1,727 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $92,498.

    13F-HR 0001398344-23-020359 filed by OLIVER LAGORE VANVALIN INVESTMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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