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Wealth Advisors of Iowa, LLC: JEPQ position timeline

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

Wealth Advisors of Iowa, LLC held 674,013 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 674,013 shares
    Change vs previous 13F +38,926 shares

    11.22% of the 13F portfolio, value $41,424,808.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, 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 635,087 shares
    Change vs previous 13F +16,125 shares

    10.91% of the 13F portfolio, value $35,259,993.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, 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 618,962 shares
    Change vs previous 13F +21,516 shares

    11.81% of the 13F portfolio, value $35,974,032.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, 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 597,446 shares
    Change vs previous 13F +144,405 shares

    11.7% of the 13F portfolio, value $34,365,092.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, 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 453,041 shares
    Change vs previous 13F +381,812 shares

    9.21% of the 13F portfolio, value $24,645,458.

    13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, 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 71,229 shares
    Change vs previous 13F -65,862 shares

    1.59% of the 13F portfolio, value $3,688,234.

    13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, 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 137,091 shares
    Change vs previous 13F +20,737 shares

    3.9% of the 13F portfolio, value $7,729,218.

    13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, 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 116,354 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $6,391,324.

    13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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