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Tyler-Stone Wealth Management: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tyler-Stone Wealth Management on JEPQ, newest first. How the timeline and the estimate are built.

Tyler-Stone Wealth Management held 56,925 JEPQ shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 56,925 shares
    Change vs previous 13F -5,585 shares

    0.5% of the 13F portfolio, value $3,096,744.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone 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 ended2025-03-31
    13F 62,510 shares
    Change vs previous 13F -8,936 shares

    0.58% of the 13F portfolio, value $3,236,792.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone 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 ended2024-12-31
    13F 71,446 shares
    Change vs previous 13F -5,850 shares

    0.72% of the 13F portfolio, value $4,028,124.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone 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 ended2024-09-30
    13F 77,296 shares
    Change vs previous 13F +49,047 shares

    0.8% of the 13F portfolio, value $4,245,890.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 28,249 shares
    Change vs previous 13F +5,694 shares

    0.65% of the 13F portfolio, value $1,567,839.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 22,555 shares
    Change vs previous 13F +6,130 shares

    0.54% of the 13F portfolio, value $1,223,383.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 16,425 shares
    Change vs previous 13F +1,615 shares

    0.41% of the 13F portfolio, value $820,105.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 14,810 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $695,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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