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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors on JEPQ, newest first. How the timeline and the estimate are built.

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held 28,187 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,187 shares
    Change vs previous 13F +2,657 shares

    0.19% of the 13F portfolio, value $1,732,347.

    13F-HR 0001754960-26-000442 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 25,530 shares
    Change vs previous 13F +5,379 shares

    0.17% of the 13F portfolio, value $1,417,426.

    13F-HR 0001754960-26-000354 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 20,151 shares
    Change vs previous 13F +1,511 shares

    0.14% of the 13F portfolio, value $1,171,191.

    13F-HR 0001754960-26-000172 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 18,640 shares
    Change vs previous 13F +10,963 shares

    0.13% of the 13F portfolio, value $1,072,185.

    13F-HR 0001754960-25-000710 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    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 7,677 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $417,631.

    13F-HR 0001754960-25-000525 filed by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
    Filed (acceptance time not in the bulk data set), ingested

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