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Disclosery

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. on JEPI, newest first. How the timeline and the estimate are built.

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held 275 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 275 shares
    Change vs previous 13F -3,616 shares

    0.03% of the 13F portfolio, value $15,460.

    13F-HR 0000319933-26-000014 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,891 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $219,824.

    13F-HR 0000319933-26-000010 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,887 shares
    Change vs previous 13F -1,097 shares

    0.09% of the 13F portfolio, value $220,384.

    13F-HR 0000319933-26-000007 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,984 shares
    Change vs previous 13F +3,709 shares

    0.1% of the 13F portfolio, value $285,339.

    13F-HR 0000319933-26-000001 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,275 shares
    Change vs previous 13F -35,395 shares

    0.14% of the 13F portfolio, value $72,802.

    13F-HR 0000319933-25-000016 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,670 shares
    Change vs previous 13F -1,461 shares

    0.27% of the 13F portfolio, value $2,084,793.

    13F-HR 0000319933-25-000012 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 38,131 shares
    Change vs previous 13F +13,781 shares

    0.37% of the 13F portfolio, value $2,178,829.

    13F-HR 0000319933-25-000005 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,350 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,400,869.

    13F-HR 0000319933-25-000001 filed by THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
    Filed (acceptance time not in the bulk data set), ingested

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