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Disclosery

Safe Harbor Fiduciary, LLC: JEPI position timeline

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

Safe Harbor Fiduciary, LLC held 87,474 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 87,474 shares
    Change vs previous 13F -13,320 shares

    3.85% of the 13F portfolio, value $4,940,532.

    13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, LLC
    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 100,794 shares
    Change vs previous 13F +1,433 shares

    5.44% of the 13F portfolio, value $5,713,004.

    13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, 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 99,361 shares
    Change vs previous 13F -870 shares

    5.03% of the 13F portfolio, value $5,687,424.

    13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 100,231 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $5,698,132.

    13F-HR 0002036114-25-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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