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Disclosery

Annex Advisory Services, LLC: JEPQ position timeline

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

Annex Advisory Services, LLC held 4,031 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,031 shares
    Change vs previous 13F -11,174 shares

    <0.01% of the 13F portfolio, value $247,746.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 15,205 shares
    Change vs previous 13F -2,315 shares

    0.02% of the 13F portfolio, value $844,182.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 17,520 shares
    Change vs previous 13F +1,375 shares

    0.02% of the 13F portfolio, value $1,018,244.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 16,145 shares
    Change vs previous 13F +971 shares

    0.02% of the 13F portfolio, value $928,661.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 15,174 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $825,466.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 15,175 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $785,762.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 15,152 shares
    Change vs previous 13F +3,410 shares

    0.03% of the 13F portfolio, value $854,270.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    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 11,742 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $644,988.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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