Skip to content
Disclosery

PIN OAK INVESTMENT ADVISORS INC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PIN OAK INVESTMENT ADVISORS INC on JEPQ, newest first. How the timeline and the estimate are built.

PIN OAK INVESTMENT ADVISORS INC held 0 JEPQ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -1,415 shares

    13F-HR/A 0001094584-26-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,415 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $79,000.

    13F-HR 0001094584-26-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 1,415 shares
    Change vs previous 13F -112 shares

    0.06% of the 13F portfolio, value $82,000.

    13F-HR 0001094584-26-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 1,527 shares
    Change vs previous 13F -750 shares

    0.06% of the 13F portfolio, value $87,833.

    13F-HR 0001094584-25-000005 filed by PIN OAK INVESTMENT ADVISORS INC
    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 2,277 shares
    Change vs previous 13F +1,201 shares

    0.1% of the 13F portfolio, value $117,000.

    13F-HR 0001094584-25-000003 filed by PIN OAK INVESTMENT ADVISORS INC
    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 1,076 shares
    Change vs previous 13F +271 shares

    0.09% of the 13F portfolio, value $118,000.

    13F-HR 0001094584-25-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 805 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $44,000.

    13F-HR 0001094584-25-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 805 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $44,000.

    13F-HR 0001094584-24-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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