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Family Investment Center, Inc.: JEPQ position timeline

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

Family Investment Center, Inc. held 8,272 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,272 shares
    Change vs previous 13F +2,111 shares

    0.08% of the 13F portfolio, value $508,397.

    13F-HR 0002085853-26-000821 filed by Family Investment Center, 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 6,161 shares
    Change vs previous 13F -1,943 shares

    0.07% of the 13F portfolio, value $342,059.

    13F-HR 0002085853-26-000488 filed by Family Investment Center, 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 8,104 shares
    Change vs previous 13F -602 shares

    0.1% of the 13F portfolio, value $474,217.

    13F-HR 0002085853-26-000073 filed by Family Investment Center, 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 8,706 shares
    Change vs previous 13F +3,075 shares

    0.1% of the 13F portfolio, value $500,769.

    13F-HR 0002085853-25-000127 filed by Family Investment Center, 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 5,631 shares
    Change vs previous 13F +1,438 shares

    0.07% of the 13F portfolio, value $306,326.

    13F-HR 0001667731-25-000804 filed by Family Investment Center, 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 4,193 shares
    Change vs previous 13F -901 shares

    0.05% of the 13F portfolio, value $217,114.

    13F-HR 0001667731-25-000510 filed by Family Investment Center, 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 5,094 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $287,200.

    13F-HR 0001667731-25-000120 filed by Family Investment Center, 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 5,154 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $283,109.

    13F-HR 0001897700-24-000007 filed by Family Investment Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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