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Able Wealth Management LLC: JQUA position timeline

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

Able Wealth Management LLC held 128,167 JQUA 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 128,167 shares
    Change vs previous 13F -99,217 shares

    2.13% of the 13F portfolio, value $9,263,923.

    13F-HR 0002085853-26-000903 filed by Able Wealth Management 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 227,384 shares
    Change vs previous 13F +653 shares

    3.73% of the 13F portfolio, value $13,943,207.

    13F-HR 0002085853-26-000500 filed by Able Wealth Management 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 226,731 shares
    Change vs previous 13F +36,491 shares

    4.53% of the 13F portfolio, value $14,324,850.

    13F-HR 0002085853-26-000105 filed by Able Wealth Management 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 190,240 shares
    Change vs previous 13F +64,063 shares

    4.5% of the 13F portfolio, value $11,967,987.

    13F-HR 0002085853-25-000084 filed by Able Wealth Management 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 126,177 shares
    Change vs previous 13F +19,679 shares

    3.82% of the 13F portfolio, value $7,576,938.

    13F-HR 0001667731-25-001052 filed by Able Wealth Management 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 106,498 shares
    Change vs previous 13F +11,338 shares

    3.57% of the 13F portfolio, value $6,013,939.

    13F-HR 0001667731-25-000545 filed by Able Wealth Management 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 95,160 shares
    Change vs previous 13F +11,604 shares

    3.58% of the 13F portfolio, value $5,449,785.

    13F-HR 0001667731-25-000199 filed by Able Wealth Management 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 83,556 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $4,726,795.

    13F-HR 0002011908-24-000004 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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