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Disclosery

RDA Financial Network: JEPI position timeline

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

RDA Financial Network held 78,821 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,821 shares
    Change vs previous 13F +1,264 shares

    0.97% of the 13F portfolio, value $4,451,810.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    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 77,557 shares
    Change vs previous 13F -32 shares

    1.1% of the 13F portfolio, value $4,395,931.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    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 77,589 shares
    Change vs previous 13F -646 shares

    1.07% of the 13F portfolio, value $4,441,194.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    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 78,235 shares
    Change vs previous 13F +2,331 shares

    1.1% of the 13F portfolio, value $4,467,219.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    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 75,904 shares
    Change vs previous 13F +6,123 shares

    1.17% of the 13F portfolio, value $4,315,142.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    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 69,781 shares
    Change vs previous 13F +1,938 shares

    1.19% of the 13F portfolio, value $3,987,286.

    13F-HR 0001774086-25-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 67,843 shares
    Change vs previous 13F +834 shares

    1.14% of the 13F portfolio, value $3,903,008.

    13F-HR 0001774086-25-000001 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,009 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,987,677.

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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