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Disclosery

Financial Architects, Inc: JEPQ position timeline

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

Financial Architects, Inc held 159,819 JEPQ shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 159,819 shares
    Change vs previous 13F +93,682 shares

    1.17% of the 13F portfolio, value $7,730,425.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 66,137 shares
    Change vs previous 13F +15,645 shares

    0.48% of the 13F portfolio, value $2,982,096.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 50,492 shares
    Change vs previous 13F +29,196 shares

    0.34% of the 13F portfolio, value $2,060,065.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 21,296 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $887,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

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