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Foguth Wealth Management, LLC.: JEPQ position timeline

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

Foguth Wealth Management, LLC. held 7,677 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,677 shares
    Change vs previous 13F -1,408 shares

    0.05% of the 13F portfolio, value $449,784.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
    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 9,085 shares
    Change vs previous 13F -85,735 shares

    0.06% of the 13F portfolio, value $555,524.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
    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 94,820 shares
    Change vs previous 13F +3,694 shares

    0.85% of the 13F portfolio, value $5,508,119.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 91,126 shares
    Change vs previous 13F +38,341 shares

    1.06% of the 13F portfolio, value $4,957,257.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 52,785 shares
    Change vs previous 13F +20,229 shares

    0.66% of the 13F portfolio, value $2,733,217.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 32,556 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,890,511.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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