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Disclosery

Willow Financial LLC: JPEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willow Financial LLC on JPEF, newest first. How the timeline and the estimate are built.

Willow Financial LLC held 11,354 JPEF shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,354 shares
    Change vs previous 13F -1,598 shares

    0.83% of the 13F portfolio, value $815,326.

    13F-HR 0001951757-26-000653 filed by Willow Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,952 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $967,346.

    13F-HR 0001951757-26-000666 filed by Willow Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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