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Disclosery

21 West Wealth Management LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on JEPQ, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 83,490 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 83,490 shares
    Change vs previous 13F -3,018 shares

    4.44% of the 13F portfolio, value $5,114,597.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,508 shares
    Change vs previous 13F -1,899 shares

    4.54% of the 13F portfolio, value $5,316,782.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 88,407 shares
    Change vs previous 13F -8,649 shares

    4.56% of the 13F portfolio, value $4,908,357.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 97,056 shares
    Change vs previous 13F -2,328 shares

    5.16% of the 13F portfolio, value $5,640,895.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 99,384 shares
    Change vs previous 13F +1,618 shares

    5.42% of the 13F portfolio, value $5,716,568.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 97,766 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $5,318,470.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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