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Disclosery

Platform Technology Partners: JEPI position timeline

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

Platform Technology Partners held 20,414 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,414 shares
    Change vs previous 13F +2,406 shares

    0.19% of the 13F portfolio, value $1,152,976.

    13F-HR 0001830817-26-000003 filed by Platform Technology Partners
    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 18,008 shares
    Change vs previous 13F +4,388 shares

    0.2% of the 13F portfolio, value $1,020,696.

    13F-HR 0001830817-26-000002 filed by Platform Technology Partners
    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 13,620 shares
    Change vs previous 13F +3,169 shares

    0.17% of the 13F portfolio, value $779,606.

    13F-HR 0001830817-26-000001 filed by Platform Technology Partners
    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 10,451 shares
    Change vs previous 13F -73 shares

    0.14% of the 13F portfolio, value $596,729.

    13F-HR 0001830817-25-000008 filed by Platform Technology Partners
    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 10,524 shares
    Change vs previous 13F +2,191 shares

    0.16% of the 13F portfolio, value $598,289.

    13F-HR 0001830817-25-000005 filed by Platform Technology Partners
    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 8,333 shares
    Change vs previous 13F +2,659 shares

    0.14% of the 13F portfolio, value $476,148.

    13F-HR 0001830817-25-000002 filed by Platform Technology Partners
    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 5,674 shares
    Change vs previous 13F +315 shares

    0.1% of the 13F portfolio, value $326,425.

    13F-HR 0001830817-25-000001 filed by Platform Technology Partners
    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 5,359 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $318,915.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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