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Disclosery

VICUS CAPITAL: JEPI position timeline

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

VICUS CAPITAL held 46,043 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,043 shares
    Change vs previous 13F -18,755 shares

    0.17% of the 13F portfolio, value $2,600,521.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 64,798 shares
    Change vs previous 13F -851 shares

    0.27% of the 13F portfolio, value $3,672,761.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 65,649 shares
    Change vs previous 13F +913 shares

    0.28% of the 13F portfolio, value $3,757,727.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 64,736 shares
    Change vs previous 13F -66,268 shares

    0.28% of the 13F portfolio, value $3,696,438.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 131,004 shares
    Change vs previous 13F +4,088 shares

    0.62% of the 13F portfolio, value $7,447,577.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 126,916 shares
    Change vs previous 13F +5,953 shares

    0.68% of the 13F portfolio, value $7,251,960.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 120,963 shares
    Change vs previous 13F +26,292 shares

    0.62% of the 13F portfolio, value $6,959,025.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 94,671 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,633,875.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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