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Disclosery

Strategic Advisors LLC: JEPI position timeline

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

Strategic Advisors LLC held 22,653 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 22,653 shares
    Change vs previous 13F +480 shares

    0.27% of the 13F portfolio, value $1,273,536.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,173 shares
    Change vs previous 13F +260 shares

    0.27% of the 13F portfolio, value $1,252,350.

    13F-HR 0001172661-26-002862 filed by Strategic Advisors 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 21,913 shares
    Change vs previous 13F +2,166 shares

    0.21% of the 13F portfolio, value $1,242,044.

    13F-HR 0001172661-26-001974 filed by Strategic Advisors 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 19,747 shares
    Change vs previous 13F +2,774 shares

    0.18% of the 13F portfolio, value $1,130,364.

    13F-HR 0001172661-26-000578 filed by Strategic Advisors 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 16,973 shares
    Change vs previous 13F +6,274 shares

    0.16% of the 13F portfolio, value $969,158.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors 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 10,699 shares
    Change vs previous 13F +3,503 shares

    0.12% of the 13F portfolio, value $608,238.

    13F-HR 0001172661-25-003059 filed by Strategic Advisors 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 7,196 shares
    Change vs previous 13F +296 shares

    0.08% of the 13F portfolio, value $411,179.

    13F-HR 0001172661-25-001507 filed by Strategic Advisors 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 6,900 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $396,957.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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