Skip to content
Disclosery

Bernardo Wealth Planning LLC: JEPQ position timeline

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

Bernardo Wealth Planning LLC held 222,110 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,110 shares
    Change vs previous 13F +6,168 shares

    2.33% of the 13F portfolio, value $13,650,911.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 215,942 shares
    Change vs previous 13F -14,143 shares

    2.35% of the 13F portfolio, value $11,989,116.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 230,085 shares
    Change vs previous 13F +1,314 shares

    2.55% of the 13F portfolio, value $13,372,536.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 228,771 shares
    Change vs previous 13F +85,336 shares

    2.58% of the 13F portfolio, value $13,158,928.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 143,435 shares
    Change vs previous 13F +7,602 shares

    1.69% of the 13F portfolio, value $7,803,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 135,833 shares
    Change vs previous 13F +5,883 shares

    1.68% of the 13F portfolio, value $7,033,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 129,950 shares
    Change vs previous 13F -629 shares

    1.74% of the 13F portfolio, value $7,274,615.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 130,579 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $7,181,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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