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Acumen Wealth Advisors, LLC: JEPQ position timeline

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

Acumen Wealth Advisors, LLC held 255 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $15,677.

    13F-HR 0001939202-26-000004 filed by Acumen Wealth Advisors, 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 290 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $16,105.

    13F-HR 0001939202-26-000003 filed by Acumen Wealth Advisors, 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 153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,981.

    13F-HR 0001939202-26-000002 filed by Acumen Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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