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Disclosery

VeraBank, N.A.: JEPI position timeline

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

VeraBank, N.A. held 63,207 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,207 shares
    Change vs previous 13F -34,272 shares

    0.59% of the 13F portfolio, value $3,569,932.

    13F-HR 0001767297-26-000003 filed by VeraBank, N.A.
    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 97,479 shares
    Change vs previous 13F -5,594 shares

    1.01% of the 13F portfolio, value $5,525,110.

    13F-HR 0001767297-26-000002 filed by VeraBank, N.A.
    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 103,073 shares
    Change vs previous 13F -27,246 shares

    1.07% of the 13F portfolio, value $5,899,899.

    13F-HR 0001767297-26-000001 filed by VeraBank, N.A.
    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 130,319 shares
    Change vs previous 13F -33,680 shares

    1.39% of the 13F portfolio, value $7,441,215.

    13F-HR 0001767297-25-000007 filed by VeraBank, N.A.
    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 163,999 shares
    Change vs previous 13F +1,775 shares

    1.87% of the 13F portfolio, value $9,323,343.

    13F-HR 0001767297-25-000005 filed by VeraBank, N.A.
    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 162,224 shares
    Change vs previous 13F -14,193 shares

    2.59% of the 13F portfolio, value $9,269,479.

    13F-HR 0001767297-25-000002 filed by VeraBank, N.A.
    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 176,417 shares
    Change vs previous 13F -18,806 shares

    2.86% of the 13F portfolio, value $10,149,270.

    13F-HR 0001767297-25-000001 filed by VeraBank, N.A.
    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 195,223 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $11,617,721.

    13F-HR 0001767297-24-000004 filed by VeraBank, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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