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Disclosery

Realta Investment Advisors: JEPI position timeline

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

Realta Investment Advisors held 6,869 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,869 shares
    Change vs previous 13F -1,097 shares

    0.11% of the 13F portfolio, value $386,171.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,966 shares
    Change vs previous 13F -195 shares

    0.14% of the 13F portfolio, value $449,923.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 8,161 shares
    Change vs previous 13F -1,659 shares

    0.16% of the 13F portfolio, value $462,566.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 9,820 shares
    Change vs previous 13F +1,479 shares

    0.18% of the 13F portfolio, value $562,111.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 8,341 shares
    Change vs previous 13F +2,093 shares

    0.16% of the 13F portfolio, value $476,256.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 6,248 shares
    Change vs previous 13F +217 shares

    0.14% of the 13F portfolio, value $355,180.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 6,031 shares
    Change vs previous 13F +1,499 shares

    0.16% of the 13F portfolio, value $344,622.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 4,532 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $262,776.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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