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Disclosery

Sherry Group, Inc.: JEPI position timeline

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

Sherry Group, Inc. held 6,390 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,390 shares
    Change vs previous 13F +2,590 shares

    0.34% of the 13F portfolio, value $359,247.

    13F-HR 0002107738-26-000006 filed by Sherry Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,800 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $214,472.

    13F-HR 0002107738-26-000003 filed by Sherry Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).