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Disclosery

Lighthouse Financial LLC: JEPQ position timeline

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

Lighthouse Financial LLC held 54,509 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 54,509 shares
    Change vs previous 13F -13,444 shares

    1.74% of the 13F portfolio, value $3,350,138.

    13F-HR 0002057556-26-000003 filed by Lighthouse Financial 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 67,953 shares
    Change vs previous 13F -88,558 shares

    2.28% of the 13F portfolio, value $3,772,741.

    13F-HR 0002057556-26-000002 filed by Lighthouse Financial 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 156,511 shares
    Change vs previous 13F -8,424 shares

    5.94% of the 13F portfolio, value $9,096,445.

    13F-HR 0002057556-26-000001 filed by Lighthouse Financial 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 164,935 shares
    Change vs previous 13F -3,719 shares

    6.26% of the 13F portfolio, value $9,487,077.

    13F-HR 0002057556-25-000004 filed by Lighthouse Financial 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 168,654 shares
    Change vs previous 13F -3,122 shares

    7.02% of the 13F portfolio, value $9,174,781.

    13F-HR 0002052321-25-000005 filed by Lighthouse Financial 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 171,776 shares
    Change vs previous 13F +7,421 shares

    7.68% of the 13F portfolio, value $8,894,558.

    13F-HR 0002057556-25-000002 filed by Lighthouse Financial 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 164,355 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $9,266,320.

    13F-HR 0002057556-25-000001 filed by Lighthouse Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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