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Disclosery

Security National Bank: JEPQ position timeline

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

Security National Bank held 45,570 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,570 shares
    Change vs previous 13F +7,119 shares

    0.33% of the 13F portfolio, value $2,800,732.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 38,451 shares
    Change vs previous 13F +345 shares

    0.31% of the 13F portfolio, value $2,134,800.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 38,106 shares
    Change vs previous 13F +4,490 shares

    0.32% of the 13F portfolio, value $2,214,721.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 33,616 shares
    Change vs previous 13F +1,174 shares

    0.3% of the 13F portfolio, value $1,933,592.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 32,442 shares
    Change vs previous 13F +3,992 shares

    0.31% of the 13F portfolio, value $1,764,844.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 28,450 shares
    Change vs previous 13F +22,559 shares

    0.28% of the 13F portfolio, value $1,473,141.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    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 5,891 shares
    Change vs previous 13F +3,295 shares

    0.05% of the 13F portfolio, value $332,135.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,596 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $142,598.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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