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Disclosery

HBW ADVISORY SERVICES LLC: JEPQ position timeline

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

HBW ADVISORY SERVICES LLC held 72,197 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,197 shares
    Change vs previous 13F +8,298 shares

    0.4% of the 13F portfolio, value $4,437,255.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES LLC
    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 63,899 shares
    Change vs previous 13F +3,101 shares

    0.37% of the 13F portfolio, value $3,547,689.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 60,798 shares
    Change vs previous 13F +9,034 shares

    0.38% of the 13F portfolio, value $3,533,552.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,764 shares
    Change vs previous 13F -4,244 shares

    0.34% of the 13F portfolio, value $2,977,462.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 56,008 shares
    Change vs previous 13F -3,065 shares

    0.38% of the 13F portfolio, value $3,046,842.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 59,073 shares
    Change vs previous 13F +38,072 shares

    0.43% of the 13F portfolio, value $3,058,788.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,001 shares
    Change vs previous 13F +3,175 shares

    0.12% of the 13F portfolio, value $1,184,044.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,826 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $979,183.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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