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Disclosery

PRIVATE CLIENT SERVICES, LLC: JEPI position timeline

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

PRIVATE CLIENT SERVICES, LLC held 65,708 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 65,708 shares
    Change vs previous 13F -7,483 shares

    0.99% of the 13F portfolio, value $3,694,094.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 73,191 shares
    Change vs previous 13F +7,826 shares

    1.08% of the 13F portfolio, value $4,133,853.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT 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 ended2026-03-31
    13F 65,365 shares
    Change vs previous 13F +1,039 shares

    1.11% of the 13F portfolio, value $3,704,910.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT 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 ended2025-12-31
    13F 64,326 shares
    Change vs previous 13F +5,194 shares

    1.15% of the 13F portfolio, value $3,682,043.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT 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 ended2025-09-30
    13F 59,132 shares
    Change vs previous 13F +14,995 shares

    1.13% of the 13F portfolio, value $3,376,435.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT 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 ended2025-06-30
    13F 44,137 shares
    Change vs previous 13F +2,406 shares

    0.98% of the 13F portfolio, value $2,509,181.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT 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 ended2025-03-31
    13F 41,731 shares
    Change vs previous 13F +1,218 shares

    1.18% of the 13F portfolio, value $2,384,495.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,513 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,330,690.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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