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THOROUGHBRED FINANCIAL SERVICES, LLC: JEPI position timeline

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

THOROUGHBRED FINANCIAL SERVICES, LLC held 109,704 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,704 shares
    Change vs previous 13F -193,487 shares

    0.3% of the 13F portfolio, value $6,196,000.

    13F-HR 0001091370-26-000005 filed by THOROUGHBRED FINANCIAL SERVICES, 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 303,191 shares
    Change vs previous 13F +3,894 shares

    1.03% of the 13F portfolio, value $17,184,000.

    13F-HR 0001091370-26-000004 filed by THOROUGHBRED FINANCIAL SERVICES, 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 299,297 shares
    Change vs previous 13F -17,995 shares

    1.01% of the 13F portfolio, value $17,131,000.

    13F-HR 0001091370-26-000002 filed by THOROUGHBRED FINANCIAL SERVICES, 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 317,292 shares
    Change vs previous 13F -19,574 shares

    1.12% of the 13F portfolio, value $18,117,000.

    13F-HR 0001091370-25-000009 filed by THOROUGHBRED FINANCIAL SERVICES, 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 336,866 shares
    Change vs previous 13F -40,025 shares

    1.34% of the 13F portfolio, value $19,150,000.

    13F-HR 0001091370-25-000006 filed by THOROUGHBRED FINANCIAL SERVICES, 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 376,891 shares
    Change vs previous 13F +13,688 shares

    1.34% of the 13F portfolio, value $21,535,000.

    13F-HR 0001091370-25-000004 filed by THOROUGHBRED FINANCIAL SERVICES, 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 363,203 shares
    Change vs previous 13F +5,350 shares

    1.28% of the 13F portfolio, value $20,895,000.

    13F-HR 0001091370-25-000002 filed by THOROUGHBRED FINANCIAL SERVICES, 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 357,853 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $21,295,000.

    13F-HR 0001091370-24-000006 filed by THOROUGHBRED FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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