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Disclosery

BCS Wealth Management: JEPQ position timeline

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

BCS Wealth Management held 4,266 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,266 shares
    Change vs previous 13F -179 shares

    0.05% of the 13F portfolio, value $262,165.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 4,445 shares
    Change vs previous 13F -3,324 shares

    0.05% of the 13F portfolio, value $246,783.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 7,769 shares
    Change vs previous 13F -6,468 shares

    0.05% of the 13F portfolio, value $451,535.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 14,237 shares
    Change vs previous 13F +551 shares

    0.18% of the 13F portfolio, value $818,934.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 13,686 shares
    Change vs previous 13F -3,937 shares

    0.16% of the 13F portfolio, value $745,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 17,623 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $913,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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