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
- period ended2026-06-3013F 77,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,788 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 120,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 114,031 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 111,189 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 115,970 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 112,230 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 113,859 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).