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Continuum Advisory, LLC: JEPQ position timeline

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

Continuum Advisory, LLC held 27,325 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,325 shares
    Change vs previous 13F -84 shares

    0.14% of the 13F portfolio, value $1,679,375.

    13F-HR 0001420506-26-001438 filed by Continuum 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 27,409 shares
    Change vs previous 13F +293 shares

    0.15% of the 13F portfolio, value $1,521,757.

    13F-HR 0001420506-26-000704 filed by Continuum 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 27,116 shares
    Change vs previous 13F -786 shares

    0.16% of the 13F portfolio, value $1,576,007.

    13F-HR 0001420506-26-000267 filed by Continuum 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 27,902 shares
    Change vs previous 13F -2,489 shares

    0.17% of the 13F portfolio, value $1,604,909.

    13F-HR 0001420506-25-002870 filed by Continuum 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 30,391 shares
    Change vs previous 13F -671 shares

    0.2% of the 13F portfolio, value $1,653,294.

    13F-HR 0001420506-25-001895 filed by Continuum 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 31,062 shares
    Change vs previous 13F +8,848 shares

    0.21% of the 13F portfolio, value $1,608,369.

    13F-HR 0001420506-25-000801 filed by Continuum 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 22,214 shares
    Change vs previous 13F +3,214 shares

    0.16% of the 13F portfolio, value $1,252,425.

    13F-HR 0001420506-25-000628 filed by Continuum 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 19,000 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,074,056.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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