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Centurion Wealth Management LLC: JEPQ position timeline

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

Centurion Wealth Management LLC held 223,407 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 223,407 shares
    Change vs previous 13F +1,931 shares

    3.3% of the 13F portfolio, value $13,685,916.

    13F-HR 0002085853-26-001153 filed by Centurion Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 221,476 shares
    Change vs previous 13F -44,337 shares

    3.25% of the 13F portfolio, value $13,611,921.

    13F-HR 0002085853-26-000670 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 265,813 shares
    Change vs previous 13F +13,911 shares

    3.33% of the 13F portfolio, value $14,757,961.

    13F-HR 0002085853-26-000351 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 251,902 shares
    Change vs previous 13F +5,977 shares

    3.22% of the 13F portfolio, value $14,641,327.

    13F-HR 0002085853-26-000034 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 245,925 shares
    Change vs previous 13F +12,295 shares

    3.23% of the 13F portfolio, value $14,145,623.

    13F-HR 0002085853-25-000053 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 233,630 shares
    Change vs previous 13F +41,082 shares

    3.64% of the 13F portfolio, value $12,709,474.

    13F-HR 0001667731-25-000727 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 192,548 shares
    Change vs previous 13F 0 shares

    3.4% of the 13F portfolio, value $10,856,329.

    13F-HR 0001667731-25-000444 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 192,548 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $10,856,329.

    13F-HR 0001667731-25-000229 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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