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FRG Family Wealth Advisors LLC: JEPQ position timeline

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

FRG Family Wealth Advisors LLC held 78,213 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 78,213 shares
    Change vs previous 13F -12,783 shares

    0.71% of the 13F portfolio, value $4,342,401.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 90,996 shares
    Change vs previous 13F -17,195 shares

    0.82% of the 13F portfolio, value $5,288,660.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 108,191 shares
    Change vs previous 13F -16,986 shares

    1% of the 13F portfolio, value $6,223,126.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors 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 125,177 shares
    Change vs previous 13F +7,933 shares

    1.18% of the 13F portfolio, value $6,809,638.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors 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 117,244 shares
    Change vs previous 13F +20,772 shares

    1.17% of the 13F portfolio, value $6,070,910.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors 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 96,472 shares
    Change vs previous 13F +10,139 shares

    0.99% of the 13F portfolio, value $5,439,091.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 86,333 shares
    Change vs previous 13F +8,436 shares

    0.85% of the 13F portfolio, value $4,742,272.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 77,897 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,909,650.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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