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Disclosery

PFG Investments, LLC: JEPQ position timeline

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

PFG Investments, LLC held 76,233 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 76,233 shares
    Change vs previous 13F +3,341 shares

    0.18% of the 13F portfolio, value $4,685,266.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 72,892 shares
    Change vs previous 13F -1,600 shares

    0.19% of the 13F portfolio, value $4,046,939.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 74,492 shares
    Change vs previous 13F +4,679 shares

    0.2% of the 13F portfolio, value $4,329,462.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 69,813 shares
    Change vs previous 13F +7,491 shares

    0.21% of the 13F portfolio, value $4,015,662.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 62,322 shares
    Change vs previous 13F +35,632 shares

    0.2% of the 13F portfolio, value $3,390,304.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 26,690 shares
    Change vs previous 13F +8,589 shares

    0.09% of the 13F portfolio, value $1,382,003.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 18,101 shares
    Change vs previous 13F +281 shares

    0.06% of the 13F portfolio, value $1,020,509.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 17,820 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $978,864.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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