Skip to content
Disclosery

Palacios Wealth Management, LLC: JEPQ position timeline

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

Palacios Wealth Management, LLC held 64,789 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,789 shares
    Change vs previous 13F -2,585 shares

    2.35% of the 13F portfolio, value $3,981,932.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, 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 67,374 shares
    Change vs previous 13F +5,808 shares

    2.5% of the 13F portfolio, value $3,993,257.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, 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 61,566 shares
    Change vs previous 13F -15,626 shares

    2.74% of the 13F portfolio, value $3,578,216.

    13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, 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 77,192 shares
    Change vs previous 13F -2,713 shares

    2.92% of the 13F portfolio, value $4,440,084.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, 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 79,905 shares
    Change vs previous 13F -12,381 shares

    3.57% of the 13F portfolio, value $4,346,832.

    13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, 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 92,286 shares
    Change vs previous 13F -1,335 shares

    3.55% of the 13F portfolio, value $4,778,569.

    13F-HR 0001705819-25-000036 filed by Palacios Wealth Management, 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 93,621 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $5,305,502.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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