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Disclosery

RDA Financial Network: JEPQ position timeline

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

RDA Financial Network held 11,406 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,406 shares
    Change vs previous 13F +165 shares

    0.15% of the 13F portfolio, value $701,013.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    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 11,241 shares
    Change vs previous 13F -184 shares

    0.16% of the 13F portfolio, value $624,100.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    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 11,425 shares
    Change vs previous 13F -692 shares

    0.16% of the 13F portfolio, value $664,021.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    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 12,117 shares
    Change vs previous 13F +3,172 shares

    0.17% of the 13F portfolio, value $696,970.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    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 8,945 shares
    Change vs previous 13F +8,945 shares

    0.13% of the 13F portfolio, value $486,608.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    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.