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Disclosery

Tepp RIA, LLC: JEPQ position timeline

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

Tepp RIA, LLC held 16,355 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,355 shares
    Change vs previous 13F +2,168 shares

    0.68% of the 13F portfolio, value $1,005,199.

    13F-HR 0002055925-26-000005 filed by Tepp RIA, 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 14,187 shares
    Change vs previous 13F +2,518 shares

    0.62% of the 13F portfolio, value $787,649.

    13F-HR 0002055925-26-000004 filed by Tepp RIA, 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 11,669 shares
    Change vs previous 13F +6,055 shares

    0.67% of the 13F portfolio, value $678,220.

    13F-HR 0002055925-26-000001 filed by Tepp RIA, 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 5,614 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $322,938.

    13F-HR 0001986152-25-000107 filed by Tepp RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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