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Sloy Dahl & Holst, LLC: JEPI position timeline

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

Sloy Dahl & Holst, LLC held 27,917 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,917 shares
    Change vs previous 13F +1,090 shares

    0.19% of the 13F portfolio, value $1,576,753.

    13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, 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 26,827 shares
    Change vs previous 13F +1,030 shares

    0.21% of the 13F portfolio, value $1,520,555.

    13F-HR 0001172661-26-001837 filed by Sloy Dahl & Holst, 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 25,797 shares
    Change vs previous 13F -854 shares

    0.18% of the 13F portfolio, value $1,476,621.

    13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, 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 26,651 shares
    Change vs previous 13F +2,051 shares

    0.16% of the 13F portfolio, value $1,521,773.

    13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, 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 24,600 shares
    Change vs previous 13F +2,895 shares

    0.19% of the 13F portfolio, value $1,398,511.

    13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,705 shares
    Change vs previous 13F +9,145 shares

    0.22% of the 13F portfolio, value $1,240,224.

    13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, LLC
    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 12,560 shares
    Change vs previous 13F +8,410 shares

    0.09% of the 13F portfolio, value $722,577.

    13F-HR 0001172661-25-000355 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,150 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $246,968.

    13F-HR 0001172661-24-004297 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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