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Disclosery

AVALON CAPITAL MANAGEMENT: JEPQ position timeline

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

AVALON CAPITAL MANAGEMENT held 0 JEPQ shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -86,843 shares

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 86,843 shares
    Change vs previous 13F +59 shares

    1.58% of the 13F portfolio, value $4,896,208.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 86,784 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $4,767,045.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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