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Disclosery

Great Diamond Partners, LLC: JEPQ position timeline

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

Great Diamond Partners, LLC held 16,491 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,491 shares
    Change vs previous 13F -230 shares

    0.17% of the 13F portfolio, value $1,010,239.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,721 shares
    Change vs previous 13F +202 shares

    0.18% of the 13F portfolio, value $1,027,673.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    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 16,519 shares
    Change vs previous 13F -63 shares

    0.18% of the 13F portfolio, value $917,135.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,582 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $963,746.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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