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BLODGETT WEALTH ADVISORS, LLC: JEPQ position timeline

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

BLODGETT WEALTH ADVISORS, LLC held 6,350 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,350 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $390,271.

    13F-HR 0001907826-26-000003 filed by BLODGETT WEALTH ADVISORS, 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 6,350 shares
    Change vs previous 13F +200 shares

    0.28% of the 13F portfolio, value $352,552.

    13F-HR 0001907826-26-000002 filed by BLODGETT WEALTH ADVISORS, 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 6,150 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $357,438.

    13F-HR 0001907826-26-000001 filed by BLODGETT WEALTH ADVISORS, 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/A 6,150 shares
    Change vs previous 13F +1,000 shares

    0.24% of the 13F portfolio, value $353,748.

    13F-HR/A 0001907826-25-000003 filed by BLODGETT WEALTH ADVISORS, 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 5,150 shares
    Change vs previous 13F -1,250 shares

    0.22% of the 13F portfolio, value $280,160.

    13F-HR 0001085146-25-003628 filed by BLODGETT WEALTH ADVISORS, 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 6,400 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $331,392.

    13F-HR 0001085146-25-002131 filed by BLODGETT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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