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Disclosery

Snider Financial Group: JEPI position timeline

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

Snider Financial Group held 92,400 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,400 shares
    Change vs previous 13F +9,506 shares

    1.33% of the 13F portfolio, value $5,218,771.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 82,894 shares
    Change vs previous 13F +4,508 shares

    1.42% of the 13F portfolio, value $4,698,460.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 78,386 shares
    Change vs previous 13F +6,973 shares

    1.2% of the 13F portfolio, value $4,486,815.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 71,413 shares
    Change vs previous 13F +286 shares

    1.11% of the 13F portfolio, value $4,077,682.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 71,127 shares
    Change vs previous 13F +1,062 shares

    1.17% of the 13F portfolio, value $4,043,570.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 70,065 shares
    Change vs previous 13F +2,852 shares

    1.3% of the 13F portfolio, value $4,003,514.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 67,213 shares
    Change vs previous 13F +233 shares

    1.2% of the 13F portfolio, value $3,866,764.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    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 66,980 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,985,980.

    13F-HR 0001951757-24-001180 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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