Skip to content
Disclosery

Investment Advisory Services Group LLC: JEPQ position timeline

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

Investment Advisory Services Group LLC held 28,134 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 28,134 shares
    Change vs previous 13F -400 shares

    1.27% of the 13F portfolio, value $1,729,104.

    13F-HR 0002099157-26-000004 filed by Investment Advisory Services 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 28,534 shares
    Change vs previous 13F -2,004 shares

    1.38% of the 13F portfolio, value $1,584,194.

    13F-HR 0002099157-26-000003 filed by Investment Advisory Services 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 30,538 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,774,850.

    13F-HR 0002099157-26-000002 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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