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TFC Financial Management, Inc.: JQUA position timeline

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

TFC Financial Management, Inc. held 764,173 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 764,173 shares
    Change vs previous 13F +18,557 shares

    6.12% of the 13F portfolio, value $55,234,433.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 745,616 shares
    Change vs previous 13F +14,297 shares

    5.63% of the 13F portfolio, value $45,721,171.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 731,319 shares
    Change vs previous 13F +11,653 shares

    5.79% of the 13F portfolio, value $46,204,735.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    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 719,666 shares
    Change vs previous 13F +15,624 shares

    5.8% of the 13F portfolio, value $45,274,185.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    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 704,042 shares
    Change vs previous 13F +49,924 shares

    5.79% of the 13F portfolio, value $42,277,693.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 654,118 shares
    Change vs previous 13F +19,702 shares

    5.65% of the 13F portfolio, value $36,938,070.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 634,416 shares
    Change vs previous 13F +16,470 shares

    5.75% of the 13F portfolio, value $36,333,023.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    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 617,946 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $34,957,180.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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