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LITTLEJOHN FINANCIAL SERVICES, INC.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LITTLEJOHN FINANCIAL SERVICES, INC. on JEPQ, newest first. How the timeline and the estimate are built.

LITTLEJOHN FINANCIAL SERVICES, INC. held 44,746 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,746 shares
    Change vs previous 13F +863 shares

    2% of the 13F portfolio, value $2,750,059.

    13F-HR 0001951757-26-001043 filed by LITTLEJOHN FINANCIAL SERVICES, 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 43,883 shares
    Change vs previous 13F -2,973 shares

    1.83% of the 13F portfolio, value $2,436,389.

    13F-HR 0001951757-26-000709 filed by LITTLEJOHN FINANCIAL SERVICES, 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 46,856 shares
    Change vs previous 13F +2,320 shares

    2.01% of the 13F portfolio, value $2,723,286.

    13F-HR 0001951757-26-000361 filed by LITTLEJOHN FINANCIAL SERVICES, 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 44,536 shares
    Change vs previous 13F +2,138 shares

    1.87% of the 13F portfolio, value $2,561,689.

    13F-HR 0001951757-25-001206 filed by LITTLEJOHN FINANCIAL SERVICES, 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 42,398 shares
    Change vs previous 13F -384 shares

    1.78% of the 13F portfolio, value $2,306,451.

    13F-HR 0001951757-25-000864 filed by LITTLEJOHN FINANCIAL SERVICES, 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 42,782 shares
    Change vs previous 13F +1,705 shares

    1.75% of the 13F portfolio, value $2,215,252.

    13F-HR 0001951757-25-000326 filed by LITTLEJOHN FINANCIAL SERVICES, 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 41,077 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,315,921.

    13F-HR 0001951757-25-000153 filed by LITTLEJOHN FINANCIAL SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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