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Disclosery

Csenge Advisory Group: JEPQ position timeline

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

Csenge Advisory Group held 5,194 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,194 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $319,207.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 5,188 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $288,043.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 5,176 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $300,854.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 4,956 shares
    Change vs previous 13F -782 shares

    0.01% of the 13F portfolio, value $285,089.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 5,738 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $301,965.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 5,712 shares
    Change vs previous 13F -61 shares

    0.02% of the 13F portfolio, value $278,420.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 5,773 shares
    Change vs previous 13F -4,380 shares

    0.02% of the 13F portfolio, value $325,475.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 10,153 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $557,002.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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