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Disclosery

Fiduciary Alliance LLC: JEPQ position timeline

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

Fiduciary Alliance LLC held 24,923 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,923 shares
    Change vs previous 13F -16,118 shares

    0.12% of the 13F portfolio, value $1,526,808.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,041 shares
    Change vs previous 13F +629 shares

    0.17% of the 13F portfolio, value $2,522,378.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 40,412 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $2,363,322.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 40,510 shares
    Change vs previous 13F +35 shares

    0.15% of the 13F portfolio, value $2,354,470.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,475 shares
    Change vs previous 13F +1,267 shares

    0.16% of the 13F portfolio, value $2,328,113.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,208 shares
    Change vs previous 13F +6,862 shares

    0.16% of the 13F portfolio, value $2,132,898.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,346 shares
    Change vs previous 13F +5,542 shares

    0.16% of the 13F portfolio, value $1,674,883.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 26,804 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,511,215.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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