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HILLTOP WEALTH ADVISORS, LLC: JEPQ position timeline

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

HILLTOP WEALTH ADVISORS, LLC held 0 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -16,579 shares

    13F-HR 0001786241-26-000003 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 16,579 shares
    Change vs previous 13F -3,290 shares

    0.48% of the 13F portfolio, value $963,571.

    13F-HR 0001786241-26-000001 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 19,869 shares
    Change vs previous 13F -445,906 shares

    0.6% of the 13F portfolio, value $1,142,865.

    13F-HR 0001786241-25-000008 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 465,775 shares
    Change vs previous 13F +29,492 shares

    14.23% of the 13F portfolio, value $25,338,156.

    13F-HR 0001786241-25-000005 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 436,283 shares
    Change vs previous 13F +18,095 shares

    12.76% of the 13F portfolio, value $22,590,729.

    13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 418,188 shares
    Change vs previous 13F +6,452 shares

    11.92% of the 13F portfolio, value $23,577,441.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 411,736 shares
    Change vs previous 13F not available

    10.55% of the 13F portfolio, value $22,616,635.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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