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Disclosery

Benchmark Financial, LLC: JEPQ position timeline

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

Benchmark Financial, LLC held 6,450 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,450 shares
    Change vs previous 13F -522 shares

    0.32% of the 13F portfolio, value $396,417.

    13F-HR 0001754960-26-000590 filed by Benchmark Financial, 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 6,972 shares
    Change vs previous 13F -170 shares

    0.35% of the 13F portfolio, value $387,085.

    13F-HR 0001754960-26-000296 filed by Benchmark Financial, 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 7,142 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $415,093.

    13F-HR 0001754960-26-000128 filed by Benchmark Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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