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WEST MICHIGAN ADVISORS, LLC: JEPQ position timeline

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

WEST MICHIGAN ADVISORS, LLC held 23,986 JEPQ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,986 shares
    Change vs previous 13F -2,737 shares

    0.28% of the 13F portfolio, value $1,474,157.

    13F-HR/A 0001765380-26-000412 filed by WEST MICHIGAN 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 26,723 shares
    Change vs previous 13F -72,748 shares

    0.33% of the 13F portfolio, value $1,483,641.

    13F-HR 0001765380-26-000163 filed by WEST MICHIGAN 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 99,471 shares
    Change vs previous 13F +1,566 shares

    1.34% of the 13F portfolio, value $5,838,572.

    13F-HR 0001765380-26-000049 filed by WEST MICHIGAN 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 97,905 shares
    Change vs previous 13F -46,527 shares

    1.35% of the 13F portfolio, value $5,631,483.

    13F-HR 0001765380-25-000492 filed by WEST MICHIGAN 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 144,432 shares
    Change vs previous 13F +8,425 shares

    2.22% of the 13F portfolio, value $7,857,119.

    13F-HR 0001765380-25-000275 filed by WEST MICHIGAN 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 136,007 shares
    Change vs previous 13F +6,619 shares

    2.34% of the 13F portfolio, value $7,042,456.

    13F-HR 0001765380-25-000207 filed by WEST MICHIGAN 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 129,388 shares
    Change vs previous 13F -1,285 shares

    2.22% of the 13F portfolio, value $7,354,007.

    13F-HR 0001765380-25-000047 filed by WEST MICHIGAN 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 130,673 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $7,177,852.

    13F-HR 0001765380-24-000396 filed by WEST MICHIGAN ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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