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FAS Wealth Partners, Inc.: JEPQ position timeline

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

FAS Wealth Partners, Inc. held 78,888 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,888 shares
    Change vs previous 13F -820 shares

    0.25% of the 13F portfolio, value $4,848,447.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 79,708 shares
    Change vs previous 13F +2,345 shares

    0.28% of the 13F portfolio, value $4,425,373.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 77,363 shares
    Change vs previous 13F +10,066 shares

    0.29% of the 13F portfolio, value $4,496,328.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 67,297 shares
    Change vs previous 13F +39,412 shares

    0.26% of the 13F portfolio, value $3,870,911.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 27,885 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,516,956.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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