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Disclosery

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: JQUA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC on JQUA, newest first. How the timeline and the estimate are built.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 371,322 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,322 shares
    Change vs previous 13F +6,815 shares

    6.77% of the 13F portfolio, value $26,839,117.

    13F-HR 0001104659-26-084991 filed by WALLED LAKE PLANNING & 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 364,507 shares
    Change vs previous 13F +9,126 shares

    6.57% of the 13F portfolio, value $22,351,560.

    13F-HR 0001104659-26-052565 filed by WALLED LAKE PLANNING & 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 355,381 shares
    Change vs previous 13F +1,596 shares

    7.1% of the 13F portfolio, value $22,452,946.

    13F-HR 0001104659-26-014093 filed by WALLED LAKE PLANNING & 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 353,785 shares
    Change vs previous 13F -14,017 shares

    7.31% of the 13F portfolio, value $22,256,630.

    13F-HR 0001104659-25-110426 filed by WALLED LAKE PLANNING & 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 367,802 shares
    Change vs previous 13F +87,504 shares

    7.21% of the 13F portfolio, value $22,086,529.

    13F-HR 0001104659-25-076763 filed by WALLED LAKE PLANNING & 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 280,298 shares
    Change vs previous 13F +270,520 shares

    5.62% of the 13F portfolio, value $15,828,442.

    13F-HR 0001104659-25-045676 filed by WALLED LAKE PLANNING & 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 9,778 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $559,984.

    13F-HR 0001104659-25-012067 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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