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Disclosery

Reyes Financial Architecture, Inc.: JEPI position timeline

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

Reyes Financial Architecture, Inc. held 2,222 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,222 shares
    Change vs previous 13F -25,152 shares

    0.07% of the 13F portfolio, value $125,499.

    13F-HR 0002047201-26-000003 filed by Reyes Financial Architecture, Inc.
    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 27,374 shares
    Change vs previous 13F +7,835 shares

    1.27% of the 13F portfolio, value $1,551,558.

    13F-HR 0002047201-26-000002 filed by Reyes Financial Architecture, Inc.
    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 19,539 shares
    Change vs previous 13F +4,253 shares

    0.68% of the 13F portfolio, value $1,118,417.

    13F-HR 0002047201-26-000001 filed by Reyes Financial Architecture, Inc.
    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 15,286 shares
    Change vs previous 13F +2,419 shares

    0.59% of the 13F portfolio, value $872,836.

    13F-HR 0002047201-25-000006 filed by Reyes Financial Architecture, Inc.
    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 12,867 shares
    Change vs previous 13F -3,314 shares

    0.63% of the 13F portfolio, value $731,494.

    13F-HR 0002047201-25-000004 filed by Reyes Financial Architecture, Inc.
    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 16,181 shares
    Change vs previous 13F -3,378 shares

    0.68% of the 13F portfolio, value $924,587.

    13F-HR 0002047201-25-000003 filed by Reyes Financial Architecture, Inc.
    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 19,559 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,125,212.

    13F-HR 0002047201-25-000001 filed by Reyes Financial Architecture, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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