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Spinnaker Investment Group, LLC: JEPI position timeline

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

Spinnaker Investment Group, LLC held 29,700 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,700 shares
    Change vs previous 13F -1,402 shares

    0.26% of the 13F portfolio, value $1,669,726.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,102 shares
    Change vs previous 13F -172 shares

    0.28% of the 13F portfolio, value $1,756,633.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, 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 31,274 shares
    Change vs previous 13F +2,113 shares

    0.36% of the 13F portfolio, value $1,772,603.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, 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 29,161 shares
    Change vs previous 13F +74 shares

    0.3% of the 13F portfolio, value $1,669,168.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, 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 29,087 shares
    Change vs previous 13F +1,273 shares

    0.31% of the 13F portfolio, value $1,660,860.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, 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 27,814 shares
    Change vs previous 13F -9,649 shares

    0.37% of the 13F portfolio, value $1,581,218.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, 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 37,463 shares
    Change vs previous 13F +14,537 shares

    0.48% of the 13F portfolio, value $2,140,628.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, 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 22,926 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,318,933.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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