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EHRLICH FINANCIAL GROUP: JQUA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EHRLICH FINANCIAL GROUP on JQUA, newest first. How the timeline and the estimate are built.

EHRLICH FINANCIAL GROUP held 9,613 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,613 shares
    Change vs previous 13F -45,779 shares

    0.36% of the 13F portfolio, value $694,808.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 55,392 shares
    Change vs previous 13F +2,546 shares

    1.95% of the 13F portfolio, value $3,396,623.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 52,846 shares
    Change vs previous 13F -66,144 shares

    1.9% of the 13F portfolio, value $3,338,825.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 118,990 shares
    Change vs previous 13F +2,480 shares

    4.44% of the 13F portfolio, value $7,485,630.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    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 116,510 shares
    Change vs previous 13F +3,957 shares

    4.53% of the 13F portfolio, value $6,996,405.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL GROUP
    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 112,553 shares
    Change vs previous 13F +7,620 shares

    4.63% of the 13F portfolio, value $6,355,876.

    13F-HR 0001951757-25-000330 filed by EHRLICH FINANCIAL GROUP
    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 104,933 shares
    Change vs previous 13F +95,826 shares

    4.27% of the 13F portfolio, value $6,009,516.

    13F-HR 0001951757-25-000006 filed by EHRLICH FINANCIAL GROUP
    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 9,107 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $515,183.

    13F-HR 0001951757-24-000979 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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