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Avior Wealth Management, LLC: JEPQ position timeline

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

Avior Wealth Management, LLC held 248,290 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,290 shares
    Change vs previous 13F +79,851 shares

    0.4% of the 13F portfolio, value $15,259,932.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 168,439 shares
    Change vs previous 13F +55,566 shares

    0.27% of the 13F portfolio, value $9,351,724.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 112,873 shares
    Change vs previous 13F +9,310 shares

    0.2% of the 13F portfolio, value $6,560,184.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 103,563 shares
    Change vs previous 13F +30,576 shares

    0.19% of the 13F portfolio, value $5,956,971.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 72,987 shares
    Change vs previous 13F +14,040 shares

    0.14% of the 13F portfolio, value $3,970,487.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 58,947 shares
    Change vs previous 13F +14,653 shares

    0.12% of the 13F portfolio, value $3,052,258.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 44,294 shares
    Change vs previous 13F +14,917 shares

    0.09% of the 13F portfolio, value $2,497,346.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, 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 29,377 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,613,690.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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