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Teamwork Financial Advisors, LLC: JEPQ position timeline

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

Teamwork Financial Advisors, LLC held 22,470 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,470 shares
    Change vs previous 13F +511 shares

    0.13% of the 13F portfolio, value $1,380,981.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 21,959 shares
    Change vs previous 13F -3,399 shares

    0.14% of the 13F portfolio, value $1,219,141.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 25,358 shares
    Change vs previous 13F -29,128 shares

    0.16% of the 13F portfolio, value $1,473,826.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 54,486 shares
    Change vs previous 13F -396,538 shares

    0.34% of the 13F portfolio, value $3,134,003.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 451,024 shares
    Change vs previous 13F -107,404 shares

    3.01% of the 13F portfolio, value $24,535,825.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 558,428 shares
    Change vs previous 13F +484,990 shares

    3.98% of the 13F portfolio, value $28,915,429.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 73,438 shares
    Change vs previous 13F +8,376 shares

    0.54% of the 13F portfolio, value $4,140,451.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, 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 65,062 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,573,845.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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