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Disclosery

Larson Financial Group LLC: JEPQ position timeline

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

Larson Financial Group LLC held 165,847 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 165,847 shares
    Change vs previous 13F +13,452 shares

    0.27% of the 13F portfolio, value $10,192,972.

    13F-HR 0001104659-26-096672 filed by Larson Financial Group 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 152,395 shares
    Change vs previous 13F +14,980 shares

    0.27% of the 13F portfolio, value $8,460,981.

    13F-HR 0001104659-26-061944 filed by Larson Financial Group 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 137,415 shares
    Change vs previous 13F +6,839 shares

    0.27% of the 13F portfolio, value $7,986,572.

    13F-HR 0001104659-26-011251 filed by Larson Financial Group 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 130,576 shares
    Change vs previous 13F -13,467 shares

    0.26% of the 13F portfolio, value $7,510,731.

    13F-HR 0001104659-25-112247 filed by Larson Financial Group 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 144,043 shares
    Change vs previous 13F +64,615 shares

    0.31% of the 13F portfolio, value $7,835,913.

    13F-HR 0001104659-25-075565 filed by Larson Financial Group 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 79,428 shares
    Change vs previous 13F +19,457 shares

    0.2% of the 13F portfolio, value $4,112,788.

    13F-HR 0001104659-25-043932 filed by Larson Financial Group 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 59,971 shares
    Change vs previous 13F +19,679 shares

    0.18% of the 13F portfolio, value $3,381,175.

    13F-HR 0001104659-25-010344 filed by Larson Financial Group 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 40,292 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,213,212.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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