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AdvisorNet Financial, Inc: JEPQ position timeline

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

AdvisorNet Financial, Inc held 68,387 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,387 shares
    Change vs previous 13F -48,163 shares

    0.19% of the 13F portfolio, value $4,203,045.

    13F-HR 0001409362-26-000004 filed by AdvisorNet Financial, Inc
    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 116,550 shares
    Change vs previous 13F -39,975 shares

    0.34% of the 13F portfolio, value $6,470,837.

    13F-HR 0001409362-26-000002 filed by AdvisorNet Financial, Inc
    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 156,525 shares
    Change vs previous 13F -18,191 shares

    0.48% of the 13F portfolio, value $9,097,256.

    13F-HR 0001409362-26-000001 filed by AdvisorNet Financial, Inc
    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 174,716 shares
    Change vs previous 13F +11,836 shares

    0.57% of the 13F portfolio, value $10,049,640.

    13F-HR 0001409362-25-000007 filed by AdvisorNet Financial, Inc
    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 162,880 shares
    Change vs previous 13F +96,815 shares

    0.57% of the 13F portfolio, value $8,860,683.

    13F-HR 0001409362-25-000004 filed by AdvisorNet Financial, Inc
    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 66,065 shares
    Change vs previous 13F +33,811 shares

    0.25% of the 13F portfolio, value $3,420,840.

    13F-HR 0001409362-25-000002 filed by AdvisorNet Financial, Inc
    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 32,254 shares
    Change vs previous 13F +7,142 shares

    0.15% of the 13F portfolio, value $1,818,458.

    13F-HR 0001409362-25-000001 filed by AdvisorNet Financial, Inc
    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 25,112 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,379,389.

    13F-HR 0001409362-24-000005 filed by AdvisorNet Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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