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Sandbox Financial Partners, LLC: JEPQ position timeline

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

Sandbox Financial Partners, LLC held 145,733 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 145,733 shares
    Change vs previous 13F +5,771 shares

    2.28% of the 13F portfolio, value $8,091,082.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 139,962 shares
    Change vs previous 13F -2,158 shares

    2.25% of the 13F portfolio, value $8,134,591.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 142,120 shares
    Change vs previous 13F +2,648 shares

    2.34% of the 13F portfolio, value $8,174,755.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 139,472 shares
    Change vs previous 13F +7,063 shares

    2.39% of the 13F portfolio, value $7,587,301.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 132,409 shares
    Change vs previous 13F +9,076 shares

    2.42% of the 13F portfolio, value $6,856,129.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 123,333 shares
    Change vs previous 13F +7,503 shares

    2.32% of the 13F portfolio, value $6,953,499.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 115,830 shares
    Change vs previous 13F +9,983 shares

    2.25% of the 13F portfolio, value $6,362,540.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 105,847 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $5,874,510.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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