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Disclosery

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ on JEPI, newest first. How the timeline and the estimate are built.

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ held 23,800 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-09-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,800 shares
    Change vs previous 13F +35 shares

    0.55% of the 13F portfolio, value $1,344,224.

    13F-HR 0000894309-26-000003 filed by SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
    Accepted , ingested

  2. period ended2026-03-31
    13F 23,765 shares
    Change vs previous 13F +120 shares

    0.8% of the 13F portfolio, value $1,347,000.

    13F-HR 0000894309-26-000002 filed by SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
    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 23,645 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,353,440.

    13F-HR 0000894309-26-000001 filed by SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
    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 23,645 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,350,130.

    13F-HR 0000894309-25-000006 filed by SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
    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 23,645 shares
    Change vs previous 13F +13,800 shares

    0.94% of the 13F portfolio, value $1,344,218.

    13F-HR 0001105909-25-000003 filed by SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
    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 9,845 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $562,543.

    13F-HR 0000894309-25-000005 filed by SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
    Filed (acceptance time not in the bulk data set), ingested

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