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WINEBRENNER CAPITAL MANAGEMENT LLC: JEPQ position timeline

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

WINEBRENNER CAPITAL MANAGEMENT LLC held 8,832 JEPQ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,832 shares
    Change vs previous 13F +756 shares

    0.35% of the 13F portfolio, value $541,048.

    13F-HR 0002085853-26-001099 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,076 shares
    Change vs previous 13F +3,390 shares

    0.3% of the 13F portfolio, value $496,351.

    13F-HR 0002085853-26-000742 filed by WINEBRENNER CAPITAL 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 ended2026-03-31
    13F 4,686 shares
    Change vs previous 13F -351 shares

    0.17% of the 13F portfolio, value $260,167.

    13F-HR 0002085853-26-000335 filed by WINEBRENNER CAPITAL 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 ended2025-12-31
    13F 5,037 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $292,721.

    13F-HR 0002085853-26-000009 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,037 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $289,742.

    13F-HR 0002047728-25-000005 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,037 shares
    Change vs previous 13F +425 shares

    0.22% of the 13F portfolio, value $274,026.

    13F-HR 0002047728-25-000004 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,612 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $238,822.

    13F-HR 0002047728-25-000002 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,612 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $260,038.

    13F-HR 0002047728-25-000001 filed by WINEBRENNER CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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