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TigerOak Management, L.L.C.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TigerOak Management, L.L.C. on JEPI, newest first. How the timeline and the estimate are built.

TigerOak Management, L.L.C. held 386,664 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 386,664 shares
    Change vs previous 13F +3,700 shares

    6.13% of the 13F portfolio, value $21,838,765.

    13F-HR 0001951757-26-001226 filed by TigerOak Management, L.L.C.
    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 382,964 shares
    Change vs previous 13F +4,600 shares

    6.84% of the 13F portfolio, value $21,706,401.

    13F-HR 0001951757-26-000683 filed by TigerOak Management, L.L.C.
    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 378,364 shares
    Change vs previous 13F +3,453 shares

    6.61% of the 13F portfolio, value $21,657,581.

    13F-HR 0001951757-26-000235 filed by TigerOak Management, L.L.C.
    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 374,911 shares
    Change vs previous 13F +3,164 shares

    6.64% of the 13F portfolio, value $21,407,390.

    13F-HR 0001951757-25-001368 filed by TigerOak Management, L.L.C.
    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 371,747 shares
    Change vs previous 13F -619 shares

    7.24% of the 13F portfolio, value $21,133,841.

    13F-HR 0001951757-25-000861 filed by TigerOak Management, L.L.C.
    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 372,366 shares
    Change vs previous 13F +4,346 shares

    8.22% of the 13F portfolio, value $21,277,021.

    13F-HR 0001951757-25-000435 filed by TigerOak Management, L.L.C.
    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 368,020 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $21,172,190.

    13F-HR 0001951757-25-000156 filed by TigerOak Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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