Skip to content
Disclosery

Cambridge Advisors Inc.: JEPQ position timeline

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

Cambridge Advisors Inc. held 204,827 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,827 shares
    Change vs previous 13F -1,332 shares

    2.16% of the 13F portfolio, value $12,588,655.

    13F-HR 0001214659-26-008644 filed by Cambridge Advisors Inc.
    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 206,159 shares
    Change vs previous 13F -2,350 shares

    2.22% of the 13F portfolio, value $11,445,974.

    13F-HR 0001214659-26-004746 filed by Cambridge Advisors Inc.
    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 208,509 shares
    Change vs previous 13F +1,570 shares

    2.31% of the 13F portfolio, value $12,118,523.

    13F-HR 0001214659-26-000687 filed by Cambridge Advisors Inc.
    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 206,939 shares
    Change vs previous 13F +25,316 shares

    2.33% of the 13F portfolio, value $11,903,128.

    13F-HR 0001214659-25-014970 filed by Cambridge Advisors Inc.
    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 181,623 shares
    Change vs previous 13F -2,396 shares

    2.07% of the 13F portfolio, value $9,880,306.

    13F-HR 0001214659-25-010442 filed by Cambridge Advisors Inc.
    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 184,019 shares
    Change vs previous 13F +6,553 shares

    2.09% of the 13F portfolio, value $9,528,521.

    13F-HR 0001214659-25-006340 filed by Cambridge Advisors Inc.
    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 177,466 shares
    Change vs previous 13F +23,314 shares

    2.23% of the 13F portfolio, value $10,005,518.

    13F-HR 0001214659-25-000800 filed by Cambridge Advisors Inc.
    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 154,152 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $8,467,542.

    13F-HR 0001214659-24-017836 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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