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WealthPlan Investment Management, LLC: JEPQ position timeline

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

WealthPlan Investment Management, LLC held 94,561 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 94,561 shares
    Change vs previous 13F -1,135 shares

    0.29% of the 13F portfolio, value $5,811,692.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 95,696 shares
    Change vs previous 13F +62,919 shares

    0.3% of the 13F portfolio, value $5,313,050.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 32,777 shares
    Change vs previous 13F +28,948 shares

    0.12% of the 13F portfolio, value $1,905,012.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 3,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,221.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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