Skip to content
Disclosery

Strong Retirement Solutions LLC: JEPI position timeline

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

Strong Retirement Solutions LLC held 14,223 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,223 shares
    Change vs previous 13F +4,264 shares

    0.45% of the 13F portfolio, value $799,617.

    13F-HR 0002111795-26-000005 filed by Strong Retirement Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,959 shares
    Change vs previous 13F +459 shares

    0.34% of the 13F portfolio, value $562,485.

    13F-HR 0002111795-26-000003 filed by Strong Retirement Solutions 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 9,500 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $538,460.

    13F-HR 0002111795-26-000002 filed by Strong Retirement Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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