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STEINBERGANNA WEALTH MANAGEMENT: JEPQ position timeline

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

STEINBERGANNA WEALTH MANAGEMENT held 17,588 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,588 shares
    Change vs previous 13F +1,215 shares

    0.44% of the 13F portfolio, value $1,080,958.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 16,373 shares
    Change vs previous 13F +80 shares

    0.44% of the 13F portfolio, value $909,029.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 16,293 shares
    Change vs previous 13F +281 shares

    0.44% of the 13F portfolio, value $946,949.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 16,012 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $921,010.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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