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LaSalle St. Investment Advisors, LLC: JEPQ position timeline

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

LaSalle St. Investment Advisors, LLC held 8,245 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,245 shares
    Change vs previous 13F -247 shares

    0.06% of the 13F portfolio, value $506,766.

    13F-HR 0001966193-26-000003 filed by LaSalle St. Investment 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 8,492 shares
    Change vs previous 13F +1,162 shares

    0.07% of the 13F portfolio, value $471,499.

    13F-HR 0001966193-26-000002 filed by LaSalle St. Investment 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 7,330 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $426,000.

    13F-HR 0001966193-26-000001 filed by LaSalle St. Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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