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Sloy Dahl & Holst, LLC: JEPQ position timeline

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

Sloy Dahl & Holst, LLC held 54,077 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,077 shares
    Change vs previous 13F +1,543 shares

    0.41% of the 13F portfolio, value $3,323,573.

    13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, 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 52,534 shares
    Change vs previous 13F +1,405 shares

    0.4% of the 13F portfolio, value $2,916,688.

    13F-HR 0001172661-26-001837 filed by Sloy Dahl & Holst, 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 51,129 shares
    Change vs previous 13F +205 shares

    0.36% of the 13F portfolio, value $2,971,619.

    13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 50,924 shares
    Change vs previous 13F +1,005 shares

    0.31% of the 13F portfolio, value $2,929,150.

    13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 49,919 shares
    Change vs previous 13F +3,730 shares

    0.38% of the 13F portfolio, value $2,715,594.

    13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, LLC
    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 46,189 shares
    Change vs previous 13F +11,141 shares

    0.42% of the 13F portfolio, value $2,391,667.

    13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,048 shares
    Change vs previous 13F +5,055 shares

    0.25% of the 13F portfolio, value $1,976,007.

    13F-HR 0001172661-25-000355 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,993 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,647,517.

    13F-HR 0001172661-24-004297 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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