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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: JEPQ position timeline

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

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,451 shares

    13F-HR 0001803229-26-000002 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,451 shares
    Change vs previous 13F +539 shares

    0.14% of the 13F portfolio, value $491,172.

    13F-HR 0001803229-26-000001 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,912 shares
    Change vs previous 13F +2,818 shares

    0.14% of the 13F portfolio, value $455,098.

    13F-HR 0001803229-25-000003 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,094 shares
    Change vs previous 13F -250 shares

    0.1% of the 13F portfolio, value $277,114.

    13F-HR 0001085146-25-003713 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,344 shares
    Change vs previous 13F +1,559 shares

    0.11% of the 13F portfolio, value $276,712.

    13F-HR 0001085146-25-002111 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,785 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $213,398.

    13F-HR 0001085146-25-000706 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,785 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $207,910.

    13F-HR 0001085146-24-004855 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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