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Disclosery

STAR Financial Bank: JEPI position timeline

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

STAR Financial Bank held 50,386 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,386 shares
    Change vs previous 13F +1,070 shares

    1.16% of the 13F portfolio, value $2,845,801.

    13F-HR 0001965329-26-000005 filed by STAR Financial Bank
    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 49,316 shares
    Change vs previous 13F -17,096 shares

    1.32% of the 13F portfolio, value $2,795,231.

    13F-HR 0001965329-26-000004 filed by STAR Financial Bank
    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 66,412 shares
    Change vs previous 13F -3,300 shares

    1.94% of the 13F portfolio, value $3,801,423.

    13F-HR 0001965329-26-000001 filed by STAR Financial Bank
    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 69,712 shares
    Change vs previous 13F -3,984 shares

    2.35% of the 13F portfolio, value $3,980,555.

    13F-HR 0001965329-25-000006 filed by STAR Financial Bank
    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 73,696 shares
    Change vs previous 13F +59,292 shares

    2.66% of the 13F portfolio, value $4,189,618.

    13F-HR 0001965329-25-000005 filed by STAR Financial Bank
    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 14,404 shares
    Change vs previous 13F -479 shares

    0.6% of the 13F portfolio, value $823,045.

    13F-HR 0001965329-25-000004 filed by STAR Financial Bank
    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 14,883 shares
    Change vs previous 13F +5,085 shares

    0.62% of the 13F portfolio, value $856,219.

    13F-HR 0001965329-25-000001 filed by STAR Financial Bank
    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 9,798 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $583,079.

    13F-HR 0001965329-24-000006 filed by STAR Financial Bank
    Filed (acceptance time not in the bulk data set), ingested

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