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Owen LaRue, LLC: JEPQ position timeline

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

Owen LaRue, LLC held 14,132 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,132 shares
    Change vs previous 13F +37 shares

    0.3% of the 13F portfolio, value $868,530.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 14,095 shares
    Change vs previous 13F -3,967 shares

    0.3% of the 13F portfolio, value $782,539.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 18,062 shares
    Change vs previous 13F +5,930 shares

    0.4% of the 13F portfolio, value $1,049,761.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 12,132 shares
    Change vs previous 13F -6,317 shares

    0.27% of the 13F portfolio, value $697,810.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, 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 18,449 shares
    Change vs previous 13F -14,305 shares

    0.43% of the 13F portfolio, value $1,003,625.

    13F-HR 0001965328-25-000002 filed by Owen LaRue, 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 32,754 shares
    Change vs previous 13F +3,386 shares

    0.84% of the 13F portfolio, value $1,696,007.

    13F-HR 0001965796-25-000003 filed by Owen LaRue, 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 29,368 shares
    Change vs previous 13F +5,606 shares

    0.87% of the 13F portfolio, value $1,655,789.

    13F-HR 0002056315-25-000006 filed by Owen LaRue, 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 23,762 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,305,248.

    13F-HR 0001965796-24-000009 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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