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Disclosery

RHODES INVESTMENT ADVISORS INC /ADV: JEPQ position timeline

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

RHODES INVESTMENT ADVISORS INC /ADV held 10,475 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,475 shares
    Change vs previous 13F +3,870 shares

    0.45% of the 13F portfolio, value $641,699.

    13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,605 shares
    Change vs previous 13F +500 shares

    0.3% of the 13F portfolio, value $405,943.

    13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,105 shares
    Change vs previous 13F +475 shares

    0.29% of the 13F portfolio, value $338,950.

    13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,630 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $327,216.

    13F-HR 0001214659-26-006104 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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