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Base Wealth Management LLC: JQUA position timeline

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

Base Wealth Management LLC held 7,570 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,570 shares
    Change vs previous 13F +143 shares

    0.25% of the 13F portfolio, value $547,133.

    13F-HR 0002083977-26-000005 filed by Base 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 7,427 shares
    Change vs previous 13F -3,434 shares

    0.25% of the 13F portfolio, value $455,426.

    13F-HR 0002083977-26-000004 filed by Base 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 10,861 shares
    Change vs previous 13F -158,132 shares

    0.37% of the 13F portfolio, value $686,203.

    13F-HR 0002083977-26-000002 filed by Base 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 168,993 shares
    Change vs previous 13F +49,537 shares

    6.06% of the 13F portfolio, value $10,631,375.

    13F-HR 0002083977-25-000003 filed by Base 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 119,456 shares
    Change vs previous 13F +12,417 shares

    4.6% of the 13F portfolio, value $7,173,338.

    13F-HR 0002083977-25-000002 filed by Base 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 107,039 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $6,044,465.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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