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Portside Wealth Group, LLC: JQUA position timeline

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

Portside Wealth Group, LLC held 55,304 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,304 shares
    Change vs previous 13F +3,849 shares

    0.47% of the 13F portfolio, value $3,997,373.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 51,455 shares
    Change vs previous 13F -683 shares

    0.43% of the 13F portfolio, value $3,155,221.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 52,138 shares
    Change vs previous 13F +10,133 shares

    0.45% of the 13F portfolio, value $3,294,081.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 42,005 shares
    Change vs previous 13F -2,710 shares

    0.37% of the 13F portfolio, value $2,642,534.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 44,715 shares
    Change vs previous 13F +2,282 shares

    0.4% of the 13F portfolio, value $2,685,136.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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 42,433 shares
    Change vs previous 13F +1,991 shares

    0.39% of the 13F portfolio, value $2,396,191.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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 40,442 shares
    Change vs previous 13F -22,769 shares

    0.38% of the 13F portfolio, value $2,316,113.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 63,211 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,575,846.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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