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High Net Worth Advisory Group LLC: JEPQ position timeline

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

High Net Worth Advisory Group LLC held 112,136 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,136 shares
    Change vs previous 13F -3,288 shares

    1.46% of the 13F portfolio, value $6,891,879.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 115,424 shares
    Change vs previous 13F +3,071 shares

    1.49% of the 13F portfolio, value $6,408,389.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 112,353 shares
    Change vs previous 13F +7,674 shares

    1.51% of the 13F portfolio, value $6,530,014.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 104,679 shares
    Change vs previous 13F +21,219 shares

    1.45% of the 13F portfolio, value $6,021,148.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 83,460 shares
    Change vs previous 13F -3,451 shares

    1.2% of the 13F portfolio, value $4,540,345.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 86,911 shares
    Change vs previous 13F -4,875 shares

    1.27% of the 13F portfolio, value $4,500,427.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 91,786 shares
    Change vs previous 13F -1,871 shares

    1.45% of the 13F portfolio, value $5,174,978.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 93,657 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $5,144,683.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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