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Kovack Advisors, Inc.: JEPQ position timeline

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

Kovack Advisors, Inc. held 54,508 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,508 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $3,287,046.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 54,533 shares
    Change vs previous 13F -79 shares

    0.16% of the 13F portfolio, value $3,027,686.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 54,612 shares
    Change vs previous 13F +26,816 shares

    0.15% of the 13F portfolio, value $3,174,053.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 27,796 shares
    Change vs previous 13F +1,240 shares

    0.15% of the 13F portfolio, value $1,598,826.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 26,556 shares
    Change vs previous 13F +10,083 shares

    0.14% of the 13F portfolio, value $1,444,660.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 16,473 shares
    Change vs previous 13F -6,002 shares

    0.09% of the 13F portfolio, value $852,965.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 22,475 shares
    Change vs previous 13F -6,505 shares

    0.12% of the 13F portfolio, value $1,267,126.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 28,980 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,591,861.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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