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Jessup Wealth Management, Inc: CQQQ position timeline

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

Jessup Wealth Management, Inc held 144,529 CQQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,529 shares
    Change vs previous 13F +9,595 shares

    2.46% of the 13F portfolio, value $8,242,505.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, 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 134,934 shares
    Change vs previous 13F +697 shares

    2.27% of the 13F portfolio, value $6,209,678.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, 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 134,237 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,980,345.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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