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Disclosery

Boston Trust Walden Corp: JEPI position timeline

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

Boston Trust Walden Corp held 86,360 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,360 shares
    Change vs previous 13F -8,171 shares

    <0.01% of the 13F portfolio, value $4,877,635.

    13F-HR 0001386060-26-000035 filed by Boston Partners
    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 94,531 shares
    Change vs previous 13F +9,725 shares

    0.01% of the 13F portfolio, value $5,358,000.

    13F-HR 0001386060-26-000017 filed by Boston Partners
    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 84,806 shares
    Change vs previous 13F +5,391 shares

    0.01% of the 13F portfolio, value $4,890,467.

    13F-HR 0001386060-26-000014 filed by Boston Partners
    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 79,415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,534,568.

    13F-HR 0001386060-25-000020 filed by Boston Partners
    Filed (acceptance time not in the bulk data set), ingested

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