Skip to content
Disclosery

Arkadios Wealth Advisors: JEPQ position timeline

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

Arkadios Wealth Advisors held 105,238 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,238 shares
    Change vs previous 13F -53,734 shares

    0.1% of the 13F portfolio, value $6,467,910.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 158,972 shares
    Change vs previous 13F +66,076 shares

    0.15% of the 13F portfolio, value $8,826,163.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 92,896 shares
    Change vs previous 13F +13,468 shares

    0.11% of the 13F portfolio, value $5,399,139.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 79,428 shares
    Change vs previous 13F +6,759 shares

    0.11% of the 13F portfolio, value $4,568,739.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 72,669 shares
    Change vs previous 13F +15,386 shares

    0.12% of the 13F portfolio, value $3,953,213.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 57,283 shares
    Change vs previous 13F +8,086 shares

    0.11% of the 13F portfolio, value $2,966,094.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 49,197 shares
    Change vs previous 13F +7,265 shares

    0.15% of the 13F portfolio, value $2,773,745.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 41,932 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,303,316.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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