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Disclosery

Quartz Partners, LLC: JEPI position timeline

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

Quartz Partners, LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -18,148 shares

    13F-HR 0001062993-26-004148 filed by Quartz Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 18,148 shares
    Change vs previous 13F +8,781 shares

    0.4% of the 13F portfolio, value $1,028,613.

    13F-HR 0001062993-26-002318 filed by Quartz Partners, 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 9,367 shares
    Change vs previous 13F -618 shares

    0.2% of the 13F portfolio, value $536,194.

    13F-HR 0001062993-26-000933 filed by Quartz Partners, 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 9,985 shares
    Change vs previous 13F +5,445 shares

    0.21% of the 13F portfolio, value $570,170.

    13F-HR 0001062993-25-016709 filed by Quartz Partners, 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 4,540 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $258,099.

    13F-HR 0001062993-25-014426 filed by Quartz Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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