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Disclosery

Private Capital Advisors, Inc.: JEPI position timeline

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

Private Capital Advisors, Inc. held 9,292 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,292 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $522,396.

    13F-HR 0001350780-26-000004 filed by Private Capital Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,092 shares
    Change vs previous 13F +2,017 shares

    0.05% of the 13F portfolio, value $513,516.

    13F-HR 0001350780-26-000003 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,075 shares
    Change vs previous 13F +2,252 shares

    0.05% of the 13F portfolio, value $401,011.

    13F-HR 0001350780-26-000002 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,823 shares
    Change vs previous 13F -1,562 shares

    0.03% of the 13F portfolio, value $276,069.

    13F-HR 0001350780-26-000001 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,385 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $364,583.

    13F-HR 0001350780-25-000005 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $362,987.

    13F-HR 0001350780-25-000003 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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