Skip to content
Disclosery

Bauman Advisory Group, LLC: JEPQ position timeline

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

Bauman Advisory Group, LLC held 8,832 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,832 shares
    Change vs previous 13F +2,997 shares

    0.29% of the 13F portfolio, value $542,841.

    13F-HR 0001765380-26-000262 filed by Bauman Advisory 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 5,835 shares
    Change vs previous 13F -14,946 shares

    0.23% of the 13F portfolio, value $323,960.

    13F-HR 0001765380-26-000169 filed by Bauman Advisory 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 20,781 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,207,807.

    13F-HR 0001765380-26-000109 filed by Bauman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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