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Disclosery

Greater Midwest Financial Group, LLC: JEPQ position timeline

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

Greater Midwest Financial Group, LLC held 0 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 0 shares
    Change vs previous 13F -6,832 shares

    13F-HR 0002025409-26-000007 filed by Greater Midwest Financial Group, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 6,832 shares
    Change vs previous 13F -7,240 shares

    0.21% of the 13F portfolio, value $419,904.

    13F-HR 0002025409-26-000006 filed by Greater Midwest Financial Group, 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 14,072 shares
    Change vs previous 13F -81,027 shares

    0.42% of the 13F portfolio, value $781,250.

    13F-HR 0002025409-26-000002 filed by Greater Midwest Financial Group, 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 95,099 shares
    Change vs previous 13F +8,648 shares

    3.09% of the 13F portfolio, value $5,527,167.

    13F-HR 0002025409-26-000001 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 86,451 shares
    Change vs previous 13F +6,632 shares

    3.21% of the 13F portfolio, value $4,972,637.

    13F-HR 0002025409-25-000002 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 79,819 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $4,342,132.

    13F-HR 0001221073-25-000071 filed by Greater Midwest Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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