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Sincerus Advisory, LLC: JEPI position timeline

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

Sincerus Advisory, LLC held 8,011 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 8,011 shares
    Change vs previous 13F +136 shares

    0.29% of the 13F portfolio, value $450,406.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,875 shares
    Change vs previous 13F +32 shares

    0.3% of the 13F portfolio, value $444,795.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,843 shares
    Change vs previous 13F -784 shares

    0.34% of the 13F portfolio, value $444,559.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,627 shares
    Change vs previous 13F +23 shares

    0.4% of the 13F portfolio, value $493,795.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,604 shares
    Change vs previous 13F +15 shares

    0.42% of the 13F portfolio, value $491,309.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,589 shares
    Change vs previous 13F +2,014 shares

    0.46% of the 13F portfolio, value $492,332.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,575 shares
    Change vs previous 13F +108 shares

    0.4% of the 13F portfolio, value $375,695.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,467 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $372,041.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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