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Disclosery

Prosperitas Financial LLC: JEPI position timeline

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

Prosperitas Financial LLC held 28,691 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,691 shares
    Change vs previous 13F +2,173 shares

    0.52% of the 13F portfolio, value $1,620,465.

    13F-HR 0001172661-26-003849 filed by Prosperitas Financial 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 26,518 shares
    Change vs previous 13F +441 shares

    0.56% of the 13F portfolio, value $1,503,039.

    13F-HR 0001172661-26-002348 filed by Prosperitas Financial 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 26,077 shares
    Change vs previous 13F +980 shares

    0.58% of the 13F portfolio, value $1,492,691.

    13F-HR 0001172661-26-000469 filed by Prosperitas Financial 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 25,097 shares
    Change vs previous 13F +700 shares

    0.59% of the 13F portfolio, value $1,433,046.

    13F-HR 0001172661-25-004436 filed by Prosperitas Financial 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 24,397 shares
    Change vs previous 13F +1,093 shares

    0.65% of the 13F portfolio, value $1,386,971.

    13F-HR 0001172661-25-003062 filed by Prosperitas Financial 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 23,304 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,331,610.

    13F-HR 0001172661-25-001821 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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