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Resurgent Financial Advisors LLC: JEPQ position timeline

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

Resurgent Financial Advisors LLC held 35,269 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,269 shares
    Change vs previous 13F +949 shares

    0.61% of the 13F portfolio, value $2,167,642.

    13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors 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 34,320 shares
    Change vs previous 13F -315 shares

    0.69% of the 13F portfolio, value $1,905,465.

    13F-HR 0001912339-26-000002 filed by Resurgent Financial Advisors 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 34,635 shares
    Change vs previous 13F -840 shares

    1.01% of the 13F portfolio, value $2,012,998.

    13F-HR 0001912339-26-000001 filed by Resurgent Financial Advisors 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 35,475 shares
    Change vs previous 13F -38 shares

    1% of the 13F portfolio, value $2,040,500.

    13F-HR 0001912339-25-000002 filed by Resurgent Financial Advisors 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 35,513 shares
    Change vs previous 13F +7,426 shares

    1.06% of the 13F portfolio, value $1,931,887.

    13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors 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 28,087 shares
    Change vs previous 13F -248 shares

    0.87% of the 13F portfolio, value $1,454,325.

    13F-HR 0001085146-25-002603 filed by Resurgent Financial Advisors 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 28,335 shares
    Change vs previous 13F +4,987 shares

    0.94% of the 13F portfolio, value $1,597,530.

    13F-HR 0001085146-25-001342 filed by Resurgent Financial Advisors 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 23,348 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,282,488.

    13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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