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Ergawealth Advisors, Inc.: JEPQ position timeline

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

Ergawealth Advisors, Inc. held 4,043 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,043 shares
    Change vs previous 13F -2,930 shares

    0.1% of the 13F portfolio, value $248,470.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
    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 6,973 shares
    Change vs previous 13F -2,873 shares

    0.17% of the 13F portfolio, value $387,121.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
    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 9,846 shares
    Change vs previous 13F -23,606 shares

    0.26% of the 13F portfolio, value $572,252.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 33,452 shares
    Change vs previous 13F -58,078 shares

    0.9% of the 13F portfolio, value $1,924,136.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
    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 91,530 shares
    Change vs previous 13F +6,710 shares

    2.24% of the 13F portfolio, value $4,979,224.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
    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 84,820 shares
    Change vs previous 13F +12,173 shares

    2.18% of the 13F portfolio, value $4,391,999.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, Inc.
    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 72,647 shares
    Change vs previous 13F +9,729 shares

    2.02% of the 13F portfolio, value $4,095,844.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, Inc.
    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 62,918 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,456,066.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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