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Stirlingshire Investments, Inc.: JEPI position timeline

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

Stirlingshire Investments, Inc. held 28,174 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,174 shares
    Change vs previous 13F -108 shares

    1.18% of the 13F portfolio, value $1,591,278.

    13F-HR 0001172661-26-002982 filed by Stirlingshire Investments, Inc.
    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 28,282 shares
    Change vs previous 13F -16,646 shares

    1.41% of the 13F portfolio, value $1,603,017.

    13F-HR 0001172661-26-001591 filed by Stirlingshire Investments, Inc.
    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 44,928 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,590,887.

    13F-HR 0001172661-26-000634 filed by Stirlingshire Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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