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Ballast Financial Advisors LLC: JQUA position timeline

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

Ballast Financial Advisors LLC held 62,901 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,901 shares
    Change vs previous 13F +4,146 shares

    4.12% of the 13F portfolio, value $4,546,518.

    13F-HR 0001172661-26-003396 filed by Ballast 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 58,755 shares
    Change vs previous 13F +2,472 shares

    3.69% of the 13F portfolio, value $3,602,872.

    13F-HR 0001172661-26-001850 filed by Ballast 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 56,283 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $3,555,948.

    13F-HR 0001172661-26-001072 filed by Ballast Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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