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Disclosery

Sunbelt Securities, Inc.: JEPI position timeline

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

Sunbelt Securities, Inc. held 19,147 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 19,147 shares
    Change vs previous 13F +925 shares

    0.07% of the 13F portfolio, value $1,085,225.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    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 18,222 shares
    Change vs previous 13F -3,637 shares

    0.07% of the 13F portfolio, value $1,043,041.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 21,859 shares
    Change vs previous 13F -9,931 shares

    0.09% of the 13F portfolio, value $1,248,170.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 31,790 shares
    Change vs previous 13F +13,391 shares

    0.16% of the 13F portfolio, value $1,828,902.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,399 shares
    Change vs previous 13F -13,391 shares

    0.09% of the 13F portfolio, value $1,051,335.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    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 31,790 shares
    Change vs previous 13F +510 shares

    0.16% of the 13F portfolio, value $1,842,572.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    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 31,280 shares
    Change vs previous 13F -1,649 shares

    0.18% of the 13F portfolio, value $1,861,499.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 32,929 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,866,416.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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