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Disclosery

PFG Advisors: JEPQ position timeline

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

PFG Advisors held 21,156 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,156 shares
    Change vs previous 13F +1,777 shares

    0.07% of the 13F portfolio, value $1,300,258.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 19,379 shares
    Change vs previous 13F -3,642 shares

    0.05% of the 13F portfolio, value $1,075,902.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 23,021 shares
    Change vs previous 13F -11,619 shares

    0.06% of the 13F portfolio, value $1,337,959.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 34,640 shares
    Change vs previous 13F +1,544 shares

    0.08% of the 13F portfolio, value $1,992,513.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 33,096 shares
    Change vs previous 13F -21,561 shares

    0.08% of the 13F portfolio, value $1,800,443.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 54,657 shares
    Change vs previous 13F +17,842 shares

    0.16% of the 13F portfolio, value $2,830,130.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 36,815 shares
    Change vs previous 13F +9,516 shares

    0.13% of the 13F portfolio, value $2,075,638.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 27,299 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,499,521.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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