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Atlantic Union Bankshares Corp: JEPI position timeline

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

Atlantic Union Bankshares Corp held 1,406,429 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,406,429 shares
    Change vs previous 13F +126,438 shares

    1.33% of the 13F portfolio, value $79,435,128.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 1,279,991 shares
    Change vs previous 13F +262,699 shares

    1.39% of the 13F portfolio, value $72,549,906.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 1,017,292 shares
    Change vs previous 13F +57,509 shares

    1.09% of the 13F portfolio, value $58,229,802.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 959,783 shares
    Change vs previous 13F +3,616 shares

    1.03% of the 13F portfolio, value $54,803,630.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 956,167 shares
    Change vs previous 13F +820,010 shares

    1.24% of the 13F portfolio, value $54,358,020.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    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 136,157 shares
    Change vs previous 13F +4,087 shares

    0.47% of the 13F portfolio, value $7,779,925.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares Corp
    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 132,070 shares
    Change vs previous 13F -4,267 shares

    0.44% of the 13F portfolio, value $7,597,913.

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares Corp
    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 136,337 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $8,113,410.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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