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Disclosery

VISION FINANCIAL MARKETS LLC: JEPI position timeline

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

VISION FINANCIAL MARKETS LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -491 shares

    13F-HR 0001378145-26-000008 filed by VISION FINANCIAL MARKETS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 491 shares
    Change vs previous 13F -396 shares

    0.03% of the 13F portfolio, value $27,793.

    13F-HR 0001378145-26-000007 filed by VISION FINANCIAL MARKETS LLC
    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 887 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $50,745.

    13F-HR 0001378145-26-000004 filed by VISION FINANCIAL MARKETS LLC
    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 870 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $49,674.

    13F-HR 0001378145-25-000018 filed by VISION FINANCIAL MARKETS LLC
    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 853 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $48,484.

    13F-HR 0001378145-25-000013 filed by VISION FINANCIAL MARKETS LLC
    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 832 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $47,497.

    13F-HR 0001378145-25-000011 filed by VISION FINANCIAL MARKETS LLC
    Filed (acceptance time not in the bulk data set), ingested

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