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Sulzberger Capital Advisors, Inc.: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sulzberger Capital Advisors, Inc. on JEPQ, newest first. How the timeline and the estimate are built.

Sulzberger Capital Advisors, Inc. held 46,754 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,754 shares
    Change vs previous 13F +4,306 shares

    2.81% of the 13F portfolio, value $2,873,501.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, Inc.
    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 42,448 shares
    Change vs previous 13F +791 shares

    2.41% of the 13F portfolio, value $2,356,713.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, Inc.
    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 41,657 shares
    Change vs previous 13F +10,147 shares

    2.45% of the 13F portfolio, value $2,421,105.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, Inc.
    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 31,510 shares
    Change vs previous 13F +982 shares

    2.02% of the 13F portfolio, value $1,812,455.

    13F-HR 0001172661-25-005219 filed by Sulzberger Capital Advisors, Inc.
    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 30,528 shares
    Change vs previous 13F -9,621 shares

    1.94% of the 13F portfolio, value $1,660,723.

    13F-HR 0001172661-25-002902 filed by Sulzberger Capital Advisors, Inc.
    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 40,149 shares
    Change vs previous 13F -29,421 shares

    2.73% of the 13F portfolio, value $2,078,915.

    13F-HR 0001172661-25-001486 filed by Sulzberger Capital Advisors, Inc.
    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 69,570 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $3,922,357.

    13F-HR 0001172661-25-001242 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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