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Disclosery

Beacon Financial Advisory LLC: JEPQ position timeline

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

Beacon Financial Advisory LLC held 202,252 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,252 shares
    Change vs previous 13F +5,962 shares

    2.45% of the 13F portfolio, value $12,430,395.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 196,290 shares
    Change vs previous 13F -296 shares

    2.46% of the 13F portfolio, value $10,898,026.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 196,586 shares
    Change vs previous 13F +6,133 shares

    2.65% of the 13F portfolio, value $11,425,598.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 190,453 shares
    Change vs previous 13F +4,444 shares

    2.54% of the 13F portfolio, value $10,954,851.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 186,009 shares
    Change vs previous 13F +8,050 shares

    2.62% of the 13F portfolio, value $10,118,866.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 177,959 shares
    Change vs previous 13F +5,014 shares

    2.79% of the 13F portfolio, value $9,214,696.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 172,945 shares
    Change vs previous 13F +13,585 shares

    3.17% of the 13F portfolio, value $9,750,614.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    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 159,360 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $8,753,665.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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