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Disclosery

NWF Advisory Services Inc.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWF Advisory Services Inc. on JEPQ, newest first. How the timeline and the estimate are built.

NWF Advisory Services Inc. held 98,165 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 98,165 shares
    Change vs previous 13F +7,605 shares

    0.57% of the 13F portfolio, value $6,033,193.

    13F-HR 0002085853-26-000893 filed by NWF Advisory 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 90,560 shares
    Change vs previous 13F +1,071 shares

    0.57% of the 13F portfolio, value $5,027,882.

    13F-HR 0002085853-26-000556 filed by NWF Advisory 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 89,489 shares
    Change vs previous 13F -7,312 shares

    0.57% of the 13F portfolio, value $5,201,080.

    13F-HR 0002085853-26-000290 filed by NWF Advisory 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 96,801 shares
    Change vs previous 13F +23,242 shares

    0.61% of the 13F portfolio, value $5,567,966.

    13F-HR 0002085853-25-000210 filed by NWF Advisory 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 73,559 shares
    Change vs previous 13F -29,427 shares

    0.48% of the 13F portfolio, value $4,001,591.

    13F-HR 0001667731-25-001273 filed by NWF Advisory 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 102,986 shares
    Change vs previous 13F +28,241 shares

    0.75% of the 13F portfolio, value $5,332,614.

    13F-HR 0001667731-25-001092 filed by NWF Advisory 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 74,745 shares
    Change vs previous 13F -14,525 shares

    0.62% of the 13F portfolio, value $4,248,196.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 89,270 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $4,903,585.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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