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Vickerman Investment Advisors, Inc.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vickerman Investment Advisors, Inc. on JEPI, newest first. How the timeline and the estimate are built.

Vickerman Investment Advisors, Inc. held 9,878 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,878 shares
    Change vs previous 13F +354 shares

    0.11% of the 13F portfolio, value $557,923.

    13F-HR 0001898296-26-000003 filed by Vickerman Investment 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 9,524 shares
    Change vs previous 13F +2,002 shares

    0.11% of the 13F portfolio, value $539,835.

    13F-HR 0001898296-26-000002 filed by Vickerman Investment 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 7,522 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $430,554.

    13F-HR 0001898296-26-000001 filed by Vickerman Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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