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Disclosery

Advisory Resource Group: JEPQ position timeline

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

Advisory Resource Group held 144,604 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,604 shares
    Change vs previous 13F +936 shares

    1.34% of the 13F portfolio, value $8,887,383.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 143,668 shares
    Change vs previous 13F +5,591 shares

    1.37% of the 13F portfolio, value $7,976,455.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 138,077 shares
    Change vs previous 13F +3,506 shares

    1.41% of the 13F portfolio, value $8,025,027.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 134,571 shares
    Change vs previous 13F +48,270 shares

    1.39% of the 13F portfolio, value $7,740,503.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 86,301 shares
    Change vs previous 13F +7,453 shares

    0.9% of the 13F portfolio, value $4,694,799.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 78,848 shares
    Change vs previous 13F +5,914 shares

    0.83% of the 13F portfolio, value $4,082,740.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 72,934 shares
    Change vs previous 13F +10,055 shares

    0.87% of the 13F portfolio, value $4,112,026.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 62,879 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,453,945.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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