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FINANCIAL MANAGEMENT NETWORK INC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL MANAGEMENT NETWORK INC on JEPQ, newest first. How the timeline and the estimate are built.

FINANCIAL MANAGEMENT NETWORK INC held 4,915 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,915 shares
    Change vs previous 13F +1,325 shares

    0.04% of the 13F portfolio, value $300,012.

    13F-HR 0001754960-26-000825 filed by FINANCIAL MANAGEMENT NETWORK INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,590 shares
    Change vs previous 13F -1,182 shares

    0.03% of the 13F portfolio, value $210,051.

    13F-HR 0001754960-26-000687 filed by FINANCIAL MANAGEMENT NETWORK INC
    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 4,772 shares
    Change vs previous 13F +4,772 shares

    0.04% of the 13F portfolio, value $274,438.

    13F-HR 0001754960-26-000267 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,631 shares

    13F-HR 0001754960-26-000016 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 3,631 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $208,629.

    13F-HR 0001754960-25-000719 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,757 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $203,496.

    13F-HR 0001754960-25-000332 filed by FINANCIAL MANAGEMENT NETWORK INC
    Filed (acceptance time not in the bulk data set), ingested

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