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IVC Wealth Advisors LLC: JEPQ position timeline

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

IVC Wealth Advisors LLC held 151,657 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,657 shares
    Change vs previous 13F +162 shares

    3.64% of the 13F portfolio, value $9,320,838.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors 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 151,495 shares
    Change vs previous 13F +16,743 shares

    3.65% of the 13F portfolio, value $8,411,018.

    13F-HR 0001842811-26-000002 filed by IVC 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 ended2025-12-31
    13F 134,752 shares
    Change vs previous 13F +5,783 shares

    3.41% of the 13F portfolio, value $7,831,800.

    13F-HR 0001842811-26-000001 filed by IVC 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 ended2025-09-30
    13F 128,969 shares
    Change vs previous 13F +10,714 shares

    3.32% of the 13F portfolio, value $7,418,294.

    13F-HR 0001842811-25-000003 filed by IVC 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 ended2025-06-30
    13F 118,255 shares
    Change vs previous 13F +17,469 shares

    3.14% of the 13F portfolio, value $6,433,090.

    13F-HR 0001667731-25-000915 filed by IVC 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 ended2025-03-31
    13F 100,786 shares
    Change vs previous 13F +24,662 shares

    2.81% of the 13F portfolio, value $5,218,699.

    13F-HR 0001667731-25-000382 filed by IVC 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 ended2024-12-31
    13F 76,124 shares
    Change vs previous 13F +17,304 shares

    2.4% of the 13F portfolio, value $4,291,871.

    13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors 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 58,820 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,230,983.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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