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Disclosery

PKS Advisory Services, LLC: JEPI position timeline

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

PKS Advisory Services, LLC held 26,136 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,136 shares
    Change vs previous 13F +1,173 shares

    0.24% of the 13F portfolio, value $1,476,183.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 24,963 shares
    Change vs previous 13F +618 shares

    0.33% of the 13F portfolio, value $1,414,902.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 24,345 shares
    Change vs previous 13F +1,433 shares

    0.32% of the 13F portfolio, value $1,393,504.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 22,912 shares
    Change vs previous 13F -18 shares

    0.27% of the 13F portfolio, value $1,308,262.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 22,930 shares
    Change vs previous 13F -9,526 shares

    0.33% of the 13F portfolio, value $1,303,570.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 32,456 shares
    Change vs previous 13F -723 shares

    0.51% of the 13F portfolio, value $1,854,534.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 33,179 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,908,840.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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