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Disclosery

WMS Group LLC: JEPQ position timeline

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

WMS Group LLC held 57,985 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,985 shares
    Change vs previous 13F +359 shares

    4.6% of the 13F portfolio, value $3,563,758.

    13F-HR 0002085853-26-000839 filed by WMS Group 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 57,626 shares
    Change vs previous 13F -2,930 shares

    4.65% of the 13F portfolio, value $3,199,396.

    13F-HR 0002085853-26-000442 filed by WMS Group 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 60,556 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $3,519,515.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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