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Mayfair Advisory Group, LLC: JEPQ position timeline

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

Mayfair Advisory Group, LLC held 67,011 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,011 shares
    Change vs previous 13F +7,392 shares

    1.17% of the 13F portfolio, value $3,883,953.

    13F-HR 0001801926-26-000004 filed by Mayfair 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 59,619 shares
    Change vs previous 13F -3,240 shares

    1.16% of the 13F portfolio, value $3,310,048.

    13F-HR 0001801926-26-000002 filed by Mayfair 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 62,859 shares
    Change vs previous 13F -545 shares

    1.42% of the 13F portfolio, value $3,651,484.

    13F-HR 0001801926-26-000001 filed by Mayfair 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 63,404 shares
    Change vs previous 13F -11,544 shares

    1.56% of the 13F portfolio, value $3,647,025.

    13F-HR 0001801926-25-000002 filed by Mayfair 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 74,948 shares
    Change vs previous 13F -3,302 shares

    1.95% of the 13F portfolio, value $4,146,100.

    13F-HR 0001221073-25-000076 filed by Mayfair 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 78,250 shares
    Change vs previous 13F +22,941 shares

    2.34% of the 13F portfolio, value $4,051,811.

    13F-HR 0001221073-25-000041 filed by Mayfair 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 55,309 shares
    Change vs previous 13F +28,485 shares

    1.84% of the 13F portfolio, value $3,118,347.

    13F-HR 0001221073-25-000001 filed by Mayfair 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 26,824 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,458,446.

    13F-HR 0001221073-24-000086 filed by Mayfair Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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