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Frederick Financial Consultants, LLC: JEPQ position timeline

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

Frederick Financial Consultants, LLC held 0 JEPQ shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -17,919 shares

    13F-HR 0002055328-25-000006 filed by Frederick Financial Consultants, LLC
    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.

  2. period ended2025-06-30
    13F 17,919 shares
    Change vs previous 13F +1,515 shares

    0.61% of the 13F portfolio, value $974,795.

    13F-HR 0002055328-25-000003 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,404 shares
    Change vs previous 13F +1,791 shares

    0.61% of the 13F portfolio, value $849,391.

    13F-HR 0002055328-25-000002 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,613 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $823,859.

    13F-HR 0002055328-25-000001 filed by Frederick Financial Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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