STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: JQUA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC on JQUA, newest first. How the timeline and the estimate are built.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 20,937 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 20,937 sharesChange vs previous 13F -86 shares
1.21% of the 13F portfolio, value $1,513,326.
13F-HR 0001951757-26-001129 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 21,023 sharesChange vs previous 13F +1,247 shares
1.14% of the 13F portfolio, value $1,289,130.
13F-HR 0001951757-26-000884 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 19,776 sharesChange vs previous 13F -231 shares
1.12% of the 13F portfolio, value $1,249,448.
13F-HR 0001951757-26-000287 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 20,007 sharesChange vs previous 13F -95 shares
1.16% of the 13F portfolio, value $1,258,640.
13F-HR 0001951757-25-001410 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 20,102 sharesChange vs previous 13F +220 shares
1.18% of the 13F portfolio, value $1,207,125.
13F-HR 0001951757-25-001089 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 19,882 sharesChange vs previous 13F +1,269 shares
1.19% of the 13F portfolio, value $1,122,737.
13F-HR 0001951757-25-000563 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 18,613 sharesChange vs previous 13F not available
1.16% of the 13F portfolio, value $1,065,967.
13F-HR 0001951757-25-000259 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).