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Pinnacle Family Advisors, LLC: JEPI position timeline

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

Pinnacle Family Advisors, LLC held 4,919 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 4,919 shares
    Change vs previous 13F -288 shares

    0.12% of the 13F portfolio, value $277,815.

    13F-HR 0001172661-26-003580 filed by Pinnacle Family Advisors, LLC
    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 5,207 shares
    Change vs previous 13F -417 shares

    0.14% of the 13F portfolio, value $295,147.

    13F-HR 0001172661-26-001983 filed by Pinnacle Family Advisors, LLC
    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 5,624 shares
    Change vs previous 13F -1,336 shares

    0.14% of the 13F portfolio, value $321,938.

    13F-HR 0001172661-26-000958 filed by Pinnacle Family Advisors, LLC
    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 6,960 shares
    Change vs previous 13F -728 shares

    0.17% of the 13F portfolio, value $397,433.

    13F-HR 0001172661-25-004989 filed by Pinnacle Family Advisors, LLC
    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 7,688 shares
    Change vs previous 13F +142 shares

    0.21% of the 13F portfolio, value $437,075.

    13F-HR 0001172661-25-003418 filed by Pinnacle Family Advisors, LLC
    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 7,546 shares
    Change vs previous 13F -344 shares

    0.23% of the 13F portfolio, value $431,171.

    13F-HR 0001172661-25-001981 filed by Pinnacle Family Advisors, LLC
    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 7,890 shares
    Change vs previous 13F +296 shares

    0.22% of the 13F portfolio, value $453,919.

    13F-HR 0001172661-25-001089 filed by Pinnacle Family Advisors, LLC
    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 7,594 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $451,908.

    13F-HR 0001172661-24-004819 filed by Pinnacle Family Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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