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Disclosery

Savant Capital, LLC: JEPQ position timeline

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

Savant Capital, LLC held 14,821 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,821 shares
    Change vs previous 13F +1,024 shares

    <0.01% of the 13F portfolio, value $907,390.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 13,797 shares
    Change vs previous 13F -1,862 shares

    <0.01% of the 13F portfolio, value $765,993.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 15,659 shares
    Change vs previous 13F -2,659 shares

    0.01% of the 13F portfolio, value $910,080.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 18,318 shares
    Change vs previous 13F -3,893 shares

    0.01% of the 13F portfolio, value $1,053,651.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 22,211 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $1,208,266.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 22,411 shares
    Change vs previous 13F +3,516 shares

    0.01% of the 13F portfolio, value $1,160,427.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 18,895 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,065,275.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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