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LAKE STREET PRIVATE WEALTH, LLC: JEPQ position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 76,401 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,401 shares
    Change vs previous 13F -8,506 shares

    0.54% of the 13F portfolio, value $4,695,661.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE 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 84,907 shares
    Change vs previous 13F +4,359 shares

    0.6% of the 13F portfolio, value $4,714,013.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE 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 80,548 shares
    Change vs previous 13F -1,129 shares

    0.57% of the 13F portfolio, value $4,681,461.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE 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 81,677 shares
    Change vs previous 13F -6,703 shares

    0.61% of the 13F portfolio, value $4,698,035.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE 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 88,380 shares
    Change vs previous 13F +2,618 shares

    0.68% of the 13F portfolio, value $4,807,890.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE 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 85,762 shares
    Change vs previous 13F +3,791 shares

    0.72% of the 13F portfolio, value $4,440,770.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE 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 81,971 shares
    Change vs previous 13F +17,891 shares

    0.74% of the 13F portfolio, value $4,621,505.

    13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE 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 64,080 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,519,904.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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