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FSB PREMIER WEALTH MANAGEMENT, INC.: JEPQ position timeline

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

FSB PREMIER WEALTH MANAGEMENT, INC. held 13,247 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,247 shares
    Change vs previous 13F -325 shares

    0.23% of the 13F portfolio, value $814,147.

    13F-HR 0000887748-26-000006 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    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 13,572 shares
    Change vs previous 13F +4,198 shares

    0.24% of the 13F portfolio, value $753,498.

    13F-HR 0000887748-26-000005 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    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 9,374 shares
    Change vs previous 13F -1,109 shares

    0.17% of the 13F portfolio, value $544,790.

    13F-HR 0000887748-26-000001 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,483 shares
    Change vs previous 13F -1,488 shares

    0.2% of the 13F portfolio, value $602,968.

    13F-HR 0000887748-25-000009 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,971 shares
    Change vs previous 13F -809 shares

    0.23% of the 13F portfolio, value $651,220.

    13F-HR 0000887748-25-000007 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,780 shares
    Change vs previous 13F +455 shares

    0.26% of the 13F portfolio, value $661,752.

    13F-HR 0000887748-25-000004 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,325 shares
    Change vs previous 13F +8,534 shares

    0.28% of the 13F portfolio, value $694,901.

    13F-HR 0000887748-25-000002 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,791 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $208,239.

    13F-HR 0001172661-24-004884 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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