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Stegent Equity Advisors, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegent Equity Advisors, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Stegent Equity Advisors, Inc. held 5,421 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 5,421 shares
    Change vs previous 13F -2,652 shares

    0.24% of the 13F portfolio, value $304,769.

    13F-HR 0001085146-26-000881 filed by Stegent Equity Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,073 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $455,963.

    13F-HR 0001908976-26-000004 filed by Stegent Equity Advisors, Inc.
    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 8,073 shares
    Change vs previous 13F -95 shares

    0.39% of the 13F portfolio, value $457,578.

    13F-HR 0001908976-26-000002 filed by Stegent Equity Advisors, Inc.
    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 8,168 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $467,536.

    13F-HR 0001908976-26-000001 filed by Stegent Equity Advisors, Inc.
    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 8,168 shares
    Change vs previous 13F -10 shares

    0.38% of the 13F portfolio, value $466,393.

    13F-HR 0001908976-25-000003 filed by Stegent Equity Advisors, Inc.
    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 8,178 shares
    Change vs previous 13F -1,005 shares

    0.41% of the 13F portfolio, value $464,919.

    13F-HR 0001085146-25-004379 filed by Stegent Equity Advisors, Inc.
    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 9,183 shares
    Change vs previous 13F -24,313 shares

    0.53% of the 13F portfolio, value $524,716.

    13F-HR 0001085146-25-002513 filed by Stegent Equity Advisors, Inc.
    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 33,496 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $1,927,025.

    13F-HR 0001085146-25-000765 filed by Stegent Equity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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