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Disclosery

Ruggiero Investments, Inc.: JEPI position timeline

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

Ruggiero Investments, Inc. held 41,470 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,470 shares
    Change vs previous 13F +4,464 shares

    1.99% of the 13F portfolio, value $2,342,216.

    13F-HR 0002110677-26-000003 filed by Ruggiero Investments, 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 37,006 shares
    Change vs previous 13F +1,042 shares

    2.03% of the 13F portfolio, value $2,097,523.

    13F-HR 0002110677-26-000002 filed by Ruggiero Investments, 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 35,964 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,058,598.

    13F-HR 0002110677-26-000001 filed by Ruggiero Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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