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TOBIAS FINANCIAL ADVISORS, INC.: JEPI position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 310,180 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 310,180 shares
    Change vs previous 13F +4,500 shares

    2.23% of the 13F portfolio, value $17,518,979.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 305,680 shares
    Change vs previous 13F +16,423 shares

    2.41% of the 13F portfolio, value $17,325,948.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 289,257 shares
    Change vs previous 13F +23,533 shares

    2.34% of the 13F portfolio, value $16,557,071.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 265,724 shares
    Change vs previous 13F +4,754 shares

    2.31% of the 13F portfolio, value $15,172,840.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 260,970 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $14,836,145.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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