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Disclosery

WOODMONT INVESTMENT COUNSEL LLC: JEPQ position timeline

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

WOODMONT INVESTMENT COUNSEL LLC held 8,355 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,355 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $513,517.

    13F-HR 0001398344-26-012715 filed by WOODMONT INVESTMENT COUNSEL 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 8,339 shares
    Change vs previous 13F -2,539 shares

    0.03% of the 13F portfolio, value $462,969.

    13F-HR 0001398344-26-008329 filed by WOODMONT INVESTMENT COUNSEL 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 10,878 shares
    Change vs previous 13F +6,293 shares

    0.04% of the 13F portfolio, value $632,236.

    13F-HR 0001398344-26-000979 filed by WOODMONT INVESTMENT COUNSEL 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 4,585 shares
    Change vs previous 13F +514 shares

    0.02% of the 13F portfolio, value $263,702.

    13F-HR 0001398344-25-020294 filed by WOODMONT INVESTMENT COUNSEL 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 4,071 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $221,481.

    13F-HR 0001398344-25-013509 filed by WOODMONT INVESTMENT COUNSEL 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 4,054 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $209,916.

    13F-HR 0001398344-25-007430 filed by WOODMONT INVESTMENT COUNSEL LLC
    Filed (acceptance time not in the bulk data set), ingested

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