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Eagle Bluffs Wealth Management LLC: JEPQ position timeline

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

Eagle Bluffs Wealth Management LLC held 96,228 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,228 shares
    Change vs previous 13F -11,978 shares

    1.98% of the 13F portfolio, value $5,914,173.

    13F-HR 0001951757-26-001101 filed by Eagle Bluffs Wealth Management 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 108,206 shares
    Change vs previous 13F -119 shares

    2.34% of the 13F portfolio, value $6,007,597.

    13F-HR 0001951757-26-000726 filed by Eagle Bluffs 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 ended2025-12-31
    13F 108,325 shares
    Change vs previous 13F -1,368 shares

    2.58% of the 13F portfolio, value $6,358,084.

    13F-HR 0001951757-26-000448 filed by Eagle Bluffs 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 ended2025-09-30
    13F 109,693 shares
    Change vs previous 13F +2,220 shares

    2.72% of the 13F portfolio, value $6,309,541.

    13F-HR 0001951757-25-001284 filed by Eagle Bluffs 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 ended2025-06-30
    13F 107,473 shares
    Change vs previous 13F +3,172 shares

    2.78% of the 13F portfolio, value $5,846,531.

    13F-HR 0001951757-25-000880 filed by Eagle Bluffs 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 ended2025-03-31
    13F 104,301 shares
    Change vs previous 13F -4,534 shares

    2.85% of the 13F portfolio, value $5,400,706.

    13F-HR 0001951757-25-000526 filed by Eagle Bluffs 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 ended2024-12-31
    13F 108,835 shares
    Change vs previous 13F -4,234 shares

    3.32% of the 13F portfolio, value $6,185,395.

    13F-HR 0001951757-25-000112 filed by Eagle Bluffs 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 ended2024-09-30
    13F 113,069 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $6,210,880.

    13F-HR 0001951757-24-001153 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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