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Significant Wealth Partners LLC: JEPQ position timeline

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

Significant Wealth Partners LLC held 45,672 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,672 shares
    Change vs previous 13F +10,247 shares

    3.04% of the 13F portfolio, value $2,807,001.

    13F-HR 0001376474-26-000481 filed by Significant Wealth 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 ended2026-03-31
    13F 35,425 shares
    Change vs previous 13F +25,052 shares

    2.42% of the 13F portfolio, value $1,966,818.

    13F-HR 0001376474-26-000280 filed by Significant Wealth 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 ended2025-12-31
    13F 10,373 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $602,879.

    13F-HR 0001376474-26-000018 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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