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Disclosery

5T Wealth, LLC: JEPQ position timeline

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

5T Wealth, LLC held 12,723 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,723 shares
    Change vs previous 13F -1,327 shares

    0.29% of the 13F portfolio, value $781,934.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    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 14,050 shares
    Change vs previous 13F -738 shares

    0.31% of the 13F portfolio, value $780,047.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 14,788 shares
    Change vs previous 13F -1,175 shares

    0.34% of the 13F portfolio, value $859,537.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 15,963 shares
    Change vs previous 13F +3,559 shares

    0.4% of the 13F portfolio, value $918,283.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 12,404 shares
    Change vs previous 13F -13,615 shares

    0.34% of the 13F portfolio, value $674,830.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 26,019 shares
    Change vs previous 13F -2,419 shares

    0.77% of the 13F portfolio, value $1,347,367.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    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 28,438 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,603,488.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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