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Disclosery

Sterling Manor Financial, LLC: JEPI position timeline

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

Sterling Manor Financial, LLC held 12,330 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,330 shares
    Change vs previous 13F +2,262 shares

    0.44% of the 13F portfolio, value $698,865.

    13F-HR 0002085853-26-000352 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 10,068 shares
    Change vs previous 13F +1,597 shares

    0.36% of the 13F portfolio, value $576,292.

    13F-HR 0002085853-26-000008 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,471 shares
    Change vs previous 13F -361 shares

    0.31% of the 13F portfolio, value $483,696.

    13F-HR 0002085853-25-000034 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,832 shares
    Change vs previous 13F +409 shares

    0.33% of the 13F portfolio, value $502,099.

    13F-HR 0001667731-25-000753 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,423 shares
    Change vs previous 13F -61 shares

    0.34% of the 13F portfolio, value $481,290.

    13F-HR 0001667731-25-000544 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,484 shares
    Change vs previous 13F +56 shares

    0.34% of the 13F portfolio, value $488,085.

    13F-HR 0001667731-25-000118 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,428 shares
    Change vs previous 13F +830 shares

    0.34% of the 13F portfolio, value $501,550.

    13F-HR 0001842015-24-000005 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 7,598 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $430,655.

    13F-HR 0001842015-24-000004 filed by Sterling Manor Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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