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Disclosery

Tandem Financial, LLC: JEPI position timeline

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

Tandem Financial, LLC held 0 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,064 shares

    13F-HR 0001420506-26-000867 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 13,064 shares
    Change vs previous 13F -2,724 shares

    0.91% of the 13F portfolio, value $756,730.

    13F-HR 0001420506-26-000250 filed by Tandem 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 15,788 shares
    Change vs previous 13F -2,555 shares

    0.34% of the 13F portfolio, value $901,514.

    13F-HR 0001420506-25-002960 filed by Tandem 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 18,343 shares
    Change vs previous 13F +731 shares

    0.98% of the 13F portfolio, value $1,042,824.

    13F-HR 0001420506-25-001987 filed by Tandem 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 17,612 shares
    Change vs previous 13F +4,548 shares

    1.1% of the 13F portfolio, value $1,006,322.

    13F-HR 0001420506-25-000936 filed by Tandem 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 13,064 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $756,730.

    13F-HR 0001986152-25-000010 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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