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Herold Advisors, Inc.: JQUA position timeline

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

Herold Advisors, Inc. held 11,522 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 11,522 shares
    Change vs previous 13F -5,896 shares

    0.16% of the 13F portfolio, value $832,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 17,418 shares
    Change vs previous 13F -1,177 shares

    0.23% of the 13F portfolio, value $1,068,049.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 18,595 shares
    Change vs previous 13F -3,735 shares

    0.26% of the 13F portfolio, value $1,174,845.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 22,330 shares
    Change vs previous 13F -4,949 shares

    0.33% of the 13F portfolio, value $1,404,810.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 27,279 shares
    Change vs previous 13F +91 shares

    0.34% of the 13F portfolio, value $1,638,122.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 27,188 shares
    Change vs previous 13F -1,470 shares

    0.34% of the 13F portfolio, value $1,535,368.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 28,658 shares
    Change vs previous 13F +646 shares

    0.36% of the 13F portfolio, value $1,641,300.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 28,012 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,584,653.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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