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Disclosery

Integrated Financial Solutions, Inc.: JEPQ position timeline

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

Integrated Financial Solutions, Inc. held 17,450 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,450 shares
    Change vs previous 13F +8,300 shares

    0.55% of the 13F portfolio, value $1,068,987.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,150 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $562,359.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).