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NEW WAVE WEALTH ADVISORS LLC: JEPQ position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 191,234 JEPQ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 191,234 shares
    Change vs previous 13F +45,323 shares

    3.21% of the 13F portfolio, value $11,753,221.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH 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 145,911 shares
    Change vs previous 13F +18,462 shares

    2.83% of the 13F portfolio, value $8,101,000.

    13F-HR 0002035324-26-000002 filed by NEW WAVE WEALTH 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 127,449 shares
    Change vs previous 13F +2,468 shares

    2.74% of the 13F portfolio, value $7,480,774.

    13F-HR 0002035324-26-000001 filed by NEW WAVE WEALTH ADVISORS 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/A 124,981 shares
    Change vs previous 13F -9,909 shares

    2.8% of the 13F portfolio, value $7,188,887.

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS 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 134,890 shares
    Change vs previous 13F +26,985 shares

    3.12% of the 13F portfolio, value $7,338,017.

    13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS 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 107,905 shares
    Change vs previous 13F +37,071 shares

    2.5% of the 13F portfolio, value $5,587,321.

    13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS 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 70,834 shares
    Change vs previous 13F +20,814 shares

    1.64% of the 13F portfolio, value $3,993,621.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS 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 50,020 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,747,599.

    13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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