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MorganRosel Wealth Management, LLC: JQUA position timeline

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

MorganRosel Wealth Management, LLC held 77,894 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 77,894 shares
    Change vs previous 13F +2,106 shares

    1.9% of the 13F portfolio, value $5,630,178.

    13F-HR 0001986152-26-000156 filed by MorganRosel 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 75,788 shares
    Change vs previous 13F -45,106 shares

    1.83% of the 13F portfolio, value $4,647,320.

    13F-HR 0001986152-26-000063 filed by MorganRosel 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 120,894 shares
    Change vs previous 13F +6,863 shares

    1.91% of the 13F portfolio, value $7,638,083.

    13F-HR 0001986152-26-000032 filed by MorganRosel 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 114,031 shares
    Change vs previous 13F +2,842 shares

    1.86% of the 13F portfolio, value $7,173,690.

    13F-HR 0001753218-25-000002 filed by MorganRosel 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 111,189 shares
    Change vs previous 13F -4,781 shares

    1.82% of the 13F portfolio, value $6,676,899.

    13F-HR 0001986152-25-000055 filed by MorganRosel 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 115,970 shares
    Change vs previous 13F +3,740 shares

    1.99% of the 13F portfolio, value $6,548,826.

    13F-HR 0001986152-25-000035 filed by MorganRosel 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 112,230 shares
    Change vs previous 13F -1,629 shares

    2.11% of the 13F portfolio, value $6,427,412.

    13F-HR 0001986152-25-000019 filed by MorganRosel 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 113,859 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $6,441,004.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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