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Disclosery

BFSG, LLC: JEPQ position timeline

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

BFSG, LLC held 3,291 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,291 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $202,265.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 3,268 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $181,440.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 3,372 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $195,981.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 3,329 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $191,485.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 3,329 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $181,098.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 3,287 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $170,201.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 3,197 shares
    Change vs previous 13F -973 shares

    0.02% of the 13F portfolio, value $180,247.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 4,170 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $229,059.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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