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Disclosery

Allworth Financial LP: JEPQ position timeline

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

Allworth Financial LP held 1,728,321 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,728,321 shares
    Change vs previous 13F -341,466 shares

    0.45% of the 13F portfolio, value $106,222,629.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 2,069,787 shares
    Change vs previous 13F +27,513 shares

    0.47% of the 13F portfolio, value $114,914,560.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 2,042,274 shares
    Change vs previous 13F +53,294 shares

    0.49% of the 13F portfolio, value $118,696,939.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 1,988,980 shares
    Change vs previous 13F +56,814 shares

    0.51% of the 13F portfolio, value $114,406,134.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 1,932,166 shares
    Change vs previous 13F +80,560 shares

    0.5% of the 13F portfolio, value $105,109,852.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 1,851,606 shares
    Change vs previous 13F +1,849,241 shares

    0.53% of the 13F portfolio, value $93,746,798.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 2,365 shares
    Change vs previous 13F +1,067 shares

    <0.01% of the 13F portfolio, value $137,357.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 1,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $71,310.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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