Putney Financial Group LLC: JEPI position timeline

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

Putney Financial Group LLC held 10,572 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 10,572 shares
Change vs previous 13F +6,594 shares
0.54% of the 13F portfolio, value $597,107.
13F-HR 0002056907-26-000003 filed by Putney Financial Group LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,978 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $225,473.
13F-HR 0002056907-26-000002 filed by Putney Financial Group LLC
Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).