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Disclosery

Skyline Advisors, Inc.: JEPI position timeline

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

Skyline Advisors, Inc. held 9,426 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,426 shares
    Change vs previous 13F -1,502 shares

    0.17% of the 13F portfolio, value $532,406.

    13F-HR 0001843832-26-000004 filed by Skyline Advisors, 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 10,928 shares
    Change vs previous 13F -5,136 shares

    0.22% of the 13F portfolio, value $619,397.

    13F-HR 0001843832-26-000002 filed by Skyline Advisors, 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 16,064 shares
    Change vs previous 13F +1,351 shares

    0.31% of the 13F portfolio, value $919,480.

    13F-HR 0001843832-26-000001 filed by Skyline Advisors, Inc.
    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 14,713 shares
    Change vs previous 13F +117 shares

    0.29% of the 13F portfolio, value $840,101.

    13F-HR 0001843832-25-000002 filed by Skyline Advisors, Inc.
    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 14,596 shares
    Change vs previous 13F +201 shares

    0.31% of the 13F portfolio, value $829,777.

    13F-HR 0001085146-25-003754 filed by Skyline Advisors, Inc.
    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 14,395 shares
    Change vs previous 13F +3,039 shares

    0.32% of the 13F portfolio, value $822,506.

    13F-HR 0001085146-25-002112 filed by Skyline Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,356 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $653,286.

    13F-HR 0001085146-25-001776 filed by Skyline Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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