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Disclosery

ORBA Wealth Advisors, L.L.C.: JEPQ position timeline

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

ORBA Wealth Advisors, L.L.C. held 22,614 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 22,614 shares
    Change vs previous 13F +2,180 shares

    1.19% of the 13F portfolio, value $1,389,863.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 20,434 shares
    Change vs previous 13F -5,624 shares

    1.35% of the 13F portfolio, value $1,134,488.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 26,058 shares
    Change vs previous 13F -2,935 shares

    1.31% of the 13F portfolio, value $1,514,468.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 28,993 shares
    Change vs previous 13F -1,949 shares

    1.37% of the 13F portfolio, value $1,667,653.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 30,942 shares
    Change vs previous 13F -26,457 shares

    1.53% of the 13F portfolio, value $1,683,234.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 57,399 shares
    Change vs previous 13F +5,759 shares

    1.5% of the 13F portfolio, value $2,972,114.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 51,640 shares
    Change vs previous 13F +2,305 shares

    1.52% of the 13F portfolio, value $2,911,460.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 49,335 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,709,979.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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