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Teamwork Financial Advisors, LLC: JEPI position timeline

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

Teamwork Financial Advisors, LLC held 69,767 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,767 shares
    Change vs previous 13F +788 shares

    0.37% of the 13F portfolio, value $3,940,414.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, LLC
    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 68,979 shares
    Change vs previous 13F -29,735 shares

    0.43% of the 13F portfolio, value $3,909,723.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial 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 ended2025-12-31
    13F 98,714 shares
    Change vs previous 13F -391,634 shares

    0.6% of the 13F portfolio, value $5,650,410.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial 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 ended2025-09-30
    13F 490,348 shares
    Change vs previous 13F -417,591 shares

    3.05% of the 13F portfolio, value $27,997,119.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial 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 ended2025-06-30
    13F 907,939 shares
    Change vs previous 13F +154,252 shares

    6.33% of the 13F portfolio, value $51,616,517.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial 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 ended2025-03-31
    13F 753,687 shares
    Change vs previous 13F +126,500 shares

    5.93% of the 13F portfolio, value $43,065,685.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial 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 ended2024-12-31
    13F 627,187 shares
    Change vs previous 13F +39,204 shares

    4.7% of the 13F portfolio, value $36,082,041.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial 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 ended2024-09-30
    13F 587,983 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $34,990,943.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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