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Disclosery

Plan Group Financial, LLC: JEPQ position timeline

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

Plan Group Financial, LLC held 18,365 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,365 shares
    Change vs previous 13F +5,333 shares

    0.23% of the 13F portfolio, value $1,128,703.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 13,032 shares
    Change vs previous 13F +4,254 shares

    0.17% of the 13F portfolio, value $723,510.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 8,778 shares
    Change vs previous 13F +3,463 shares

    0.13% of the 13F portfolio, value $510,185.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 5,315 shares
    Change vs previous 13F -9 shares

    0.08% of the 13F portfolio, value $305,727.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 5,324 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $289,626.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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