Skip to content
Disclosery

Invst, LLC: JEPQ position timeline

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

Invst, LLC held 38,786 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 38,786 shares
    Change vs previous 13F +1,420 shares

    0.23% of the 13F portfolio, value $2,383,781.

    13F-HR 0001867587-26-000005 filed by Invst, 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 37,366 shares
    Change vs previous 13F +2,595 shares

    0.23% of the 13F portfolio, value $2,074,584.

    13F-HR 0001867587-26-000004 filed by Invst, 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 34,771 shares
    Change vs previous 13F +1,216 shares

    0.22% of the 13F portfolio, value $2,020,888.

    13F-HR 0001867587-26-000002 filed by Invst, 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 33,555 shares
    Change vs previous 13F +24,678 shares

    0.22% of the 13F portfolio, value $1,930,104.

    13F-HR 0001867587-26-000001 filed by Invst, 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 8,877 shares
    Change vs previous 13F +3,721 shares

    0.06% of the 13F portfolio, value $482,926.

    13F-HR 0001867587-25-000005 filed by Invst, 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 5,156 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,001.

    13F-HR 0001867587-25-000003 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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