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Colonial River Investments, LLC: JEPQ position timeline

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

Colonial River Investments, LLC held 47,214 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,214 shares
    Change vs previous 13F +11,605 shares

    0.83% of the 13F portfolio, value $2,901,748.

    13F-HR 0001951757-26-001039 filed by Colonial River Investments, 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 35,609 shares
    Change vs previous 13F +2,054 shares

    0.71% of the 13F portfolio, value $1,977,010.

    13F-HR 0001951757-26-000743 filed by Colonial River Investments, 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 33,555 shares
    Change vs previous 13F +863 shares

    0.7% of the 13F portfolio, value $1,950,188.

    13F-HR 0001951757-26-000350 filed by Colonial River Investments, 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 32,692 shares
    Change vs previous 13F -1,759 shares

    0.69% of the 13F portfolio, value $1,880,448.

    13F-HR 0001951757-25-001417 filed by Colonial River Investments, 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 34,451 shares
    Change vs previous 13F +6,797 shares

    0.81% of the 13F portfolio, value $1,872,735.

    13F-HR 0001951757-25-000858 filed by Colonial River Investments, 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 27,654 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,431,924.

    13F-HR 0001951757-25-000449 filed by Colonial River Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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