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VestGen Advisors, LLC: JEPQ position timeline

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

VestGen Advisors, LLC held 31,640 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,640 shares
    Change vs previous 13F +312 shares

    0.06% of the 13F portfolio, value $1,944,570.

    13F-HR 0002050130-26-000005 filed by VestGen 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 31,328 shares
    Change vs previous 13F -2,059 shares

    0.05% of the 13F portfolio, value $1,869,048.

    13F-HR 0002050130-26-000004 filed by VestGen 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 33,387 shares
    Change vs previous 13F -3,401 shares

    0.08% of the 13F portfolio, value $1,940,453.

    13F-HR 0002050130-26-000001 filed by VestGen 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 36,788 shares
    Change vs previous 13F -1,607 shares

    0.07% of the 13F portfolio, value $2,116,053.

    13F-HR 0002050130-25-000006 filed by VestGen 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 38,395 shares
    Change vs previous 13F -3,244 shares

    0.08% of the 13F portfolio, value $2,088,700.

    13F-HR 0002050130-25-000005 filed by VestGen 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 41,639 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,156,069.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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