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Modern Wealth Management, LLC: JQUA position timeline

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

Modern Wealth Management, LLC held 237,625 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,625 shares
    Change vs previous 13F -247 shares

    0.21% of the 13F portfolio, value $17,175,562.

    13F-HR 0002001900-26-000007 filed by Modern 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 237,872 shares
    Change vs previous 13F +3,420 shares

    0.25% of the 13F portfolio, value $14,643,413.

    13F-HR 0002001900-26-000006 filed by Modern 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 234,452 shares
    Change vs previous 13F +2,004 shares

    0.27% of the 13F portfolio, value $14,812,648.

    13F-HR 0002001900-26-000001 filed by Modern 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 232,448 shares
    Change vs previous 13F +2,758 shares

    0.29% of the 13F portfolio, value $14,623,283.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 229,690 shares
    Change vs previous 13F +31,633 shares

    0.34% of the 13F portfolio, value $13,792,910.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 198,057 shares
    Change vs previous 13F +32,762 shares

    0.36% of the 13F portfolio, value $11,184,276.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    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/A 165,295 shares
    Change vs previous 13F +10,476 shares

    0.35% of the 13F portfolio, value $9,466,422.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 154,819 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,758,092.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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