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Disclosery

Marks Wealth, LLC: JEPQ position timeline

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

Marks Wealth, LLC held 21,671 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,671 shares
    Change vs previous 13F -5,101 shares

    0.29% of the 13F portfolio, value $1,331,880.

    13F-HR 0002085853-26-000902 filed by Marks 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 26,772 shares
    Change vs previous 13F -2,372 shares

    0.39% of the 13F portfolio, value $1,486,403.

    13F-HR 0002085853-26-000552 filed by Marks 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 29,144 shares
    Change vs previous 13F +1,831 shares

    0.57% of the 13F portfolio, value $1,693,878.

    13F-HR 0002085853-26-000166 filed by Marks 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 27,313 shares
    Change vs previous 13F -8,891 shares

    0.49% of the 13F portfolio, value $1,571,024.

    13F-HR 0002085853-25-000180 filed by Marks 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 36,204 shares
    Change vs previous 13F +11,238 shares

    0.64% of the 13F portfolio, value $1,969,490.

    13F-HR 0001667731-25-000881 filed by Marks 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 24,966 shares
    Change vs previous 13F -495,007 shares

    0.47% of the 13F portfolio, value $1,292,756.

    13F-HR 0001667731-25-000550 filed by Marks 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 519,973 shares
    Change vs previous 13F +491,445 shares

    14.11% of the 13F portfolio, value $29,316,103.

    13F-HR 0001667731-25-000043 filed by Marks 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 28,528 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,567,036.

    13F-HR 0001838660-24-000005 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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