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Disclosery

Tepp RIA, LLC: JEPI position timeline

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

Tepp RIA, LLC held 6,680 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,680 shares
    Change vs previous 13F -701 shares

    0.26% of the 13F portfolio, value $377,277.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 7,381 shares
    Change vs previous 13F +1,373 shares

    0.33% of the 13F portfolio, value $418,359.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 6,008 shares
    Change vs previous 13F -364 shares

    0.34% of the 13F portfolio, value $343,884.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, 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 6,372 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $363,837.

    13F-HR 0001986152-25-000107 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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