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IHT Wealth Management, LLC: JEPQ position timeline

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

IHT Wealth Management, LLC held 145,334 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,334 shares
    Change vs previous 13F +20,817 shares

    0.19% of the 13F portfolio, value $8,932,279.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, 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 124,517 shares
    Change vs previous 13F +79,339 shares

    0.16% of the 13F portfolio, value $6,913,177.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, 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 45,178 shares
    Change vs previous 13F +4,669 shares

    0.06% of the 13F portfolio, value $2,626,645.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, 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 40,509 shares
    Change vs previous 13F +9,882 shares

    0.06% of the 13F portfolio, value $2,333,193.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, 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 30,627 shares
    Change vs previous 13F +4,902 shares

    0.05% of the 13F portfolio, value $1,666,115.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, 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 25,725 shares
    Change vs previous 13F +5,309 shares

    0.04% of the 13F portfolio, value $1,332,040.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, 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 20,416 shares
    Change vs previous 13F -4,992 shares

    0.04% of the 13F portfolio, value $1,151,073.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, 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 25,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,387,774.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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