Skip to content
Disclosery

Putney Financial Group LLC: JEPQ position timeline

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

Putney Financial Group LLC held 37,000 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,000 shares
    Change vs previous 13F +7,674 shares

    2.05% of the 13F portfolio, value $2,274,038.

    13F-HR 0002056907-26-000003 filed by Putney Financial 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 29,326 shares
    Change vs previous 13F +12,846 shares

    1.64% of the 13F portfolio, value $1,628,182.

    13F-HR 0002056907-26-000002 filed by Putney Financial Group 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 16,480 shares
    Change vs previous 13F +7,615 shares

    0.9% of the 13F portfolio, value $957,818.

    13F-HR 0002056907-26-000001 filed by Putney Financial Group 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 8,865 shares
    Change vs previous 13F +7,140 shares

    0.51% of the 13F portfolio, value $509,915.

    13F-HR 0002056907-25-000006 filed by Putney Financial Group 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/A 1,725 shares
    Change vs previous 13F -200 shares

    0.09% of the 13F portfolio, value $93,840.

    13F-HR/A 0002056907-25-000004 filed by Putney Financial Group 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 1,925 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $99,677.

    13F-HR 0002056907-25-000002 filed by Putney Financial Group 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 2,025 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $114,170.

    13F-HR 0002056907-25-000001 filed by Putney Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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