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KINTRA WEALTH, LLC: JEPQ position timeline

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

KINTRA WEALTH, LLC held 239,153 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 239,153 shares
    Change vs previous 13F +3,149 shares

    0.76% of the 13F portfolio, value $14,449,634.

    13F-HR 0001904432-26-000004 filed by KINTRA WEALTH, 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 236,004 shares
    Change vs previous 13F +20,407 shares

    0.93% of the 13F portfolio, value $13,102,936.

    13F-HR 0001904432-26-000003 filed by KINTRA WEALTH, 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 215,597 shares
    Change vs previous 13F -6,993 shares

    1.75% of the 13F portfolio, value $12,530,504.

    13F-HR 0001904432-26-000002 filed by KINTRA WEALTH, 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 222,590 shares
    Change vs previous 13F +1,224 shares

    7.22% of the 13F portfolio, value $12,803,351.

    13F-HR 0001904432-25-000006 filed by KINTRA WEALTH, 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 221,366 shares
    Change vs previous 13F -4,061 shares

    7.25% of the 13F portfolio, value $12,042,310.

    13F-HR 0001904432-25-000004 filed by KINTRA WEALTH, 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 225,427 shares
    Change vs previous 13F -25,685 shares

    7.87% of the 13F portfolio, value $11,672,592.

    13F-HR 0001904432-25-000001 filed by KINTRA WEALTH, 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 251,112 shares
    Change vs previous 13F +3,536 shares

    9.87% of the 13F portfolio, value $14,157,673.

    13F-HR 0001356954-25-000002 filed by KINTRA WEALTH, 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 247,576 shares
    Change vs previous 13F not available

    9.23% of the 13F portfolio, value $13,599,349.

    13F-HR 0001904432-24-000006 filed by KINTRA WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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