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Disclosery

Slagle Financial, LLC: JEPI position timeline

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

Slagle Financial, LLC held 81,443 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,443 shares
    Change vs previous 13F +11,909 shares

    1.38% of the 13F portfolio, value $4,599,926.

    13F-HR 0001984918-26-000009 filed by Slagle Financial, 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 69,534 shares
    Change vs previous 13F +15,078 shares

    1.3% of the 13F portfolio, value $3,941,196.

    13F-HR 0001984918-26-000005 filed by Slagle Financial, 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 54,456 shares
    Change vs previous 13F -1,374 shares

    1.09% of the 13F portfolio, value $3,117,090.

    13F-HR 0001984918-26-000003 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 55,830 shares
    Change vs previous 13F +1,926 shares

    1.17% of the 13F portfolio, value $3,187,868.

    13F-HR 0001984918-25-000004 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 53,904 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,064,443.

    13F-HR 0001085146-25-004764 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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