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Disclosery

HBC Financial Services, PLLC: JEPQ position timeline

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

HBC Financial Services, PLLC held 1,750 JEPQ shares at 2024-12-31 per its 13F-HR filed 2025-01-16.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,750 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $98,000.

    13F-HR 0001802872-25-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,719 shares
    Change vs previous 13F -181 shares

    0.06% of the 13F portfolio, value $95,000.

    13F-HR 0001802872-24-000005 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,900 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $100,000.

    13F-HR 0001802872-24-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,900 shares
    Change vs previous 13F +400 shares

    0.07% of the 13F portfolio, value $97,000.

    13F-HR 0001802872-24-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,500 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $74,000.

    13F-HR 0001802872-24-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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