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Disclosery

Private Wealth Group, LLC: JEPQ position timeline

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

Private Wealth Group, LLC held 4,360 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,360 shares
    Change vs previous 13F -176 shares

    0.1% of the 13F portfolio, value $267,966.

    13F-HR 0001420506-26-001200 filed by Private Wealth Group, 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/A 4,536 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $251,839.

    13F-HR/A 0001420506-26-000712 filed by Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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