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Disclosery

McAdam, LLC: JEPQ position timeline

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

McAdam, LLC held 4,906 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,906 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $301,514.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 4,907 shares
    Change vs previous 13F +1,067 shares

    0.01% of the 13F portfolio, value $272,434.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 3,840 shares
    Change vs previous 13F -1,003 shares

    0.01% of the 13F portfolio, value $223,171.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 4,843 shares
    Change vs previous 13F -351 shares

    0.01% of the 13F portfolio, value $278,545.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 5,194 shares
    Change vs previous 13F -3,057 shares

    0.02% of the 13F portfolio, value $282,534.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 8,251 shares
    Change vs previous 13F +537 shares

    0.03% of the 13F portfolio, value $427,227.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 7,714 shares
    Change vs previous 13F +1,817 shares

    0.02% of the 13F portfolio, value $434,928.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 5,897 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $323,902.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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