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Warren Street Wealth Advisors, LLC: JQUA position timeline

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

Warren Street Wealth Advisors, LLC held 695,856 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 695,856 shares
    Change vs previous 13F +16,698 shares

    11.36% of the 13F portfolio, value $50,296,471.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth Advisors, 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 679,158 shares
    Change vs previous 13F +25,360 shares

    10.65% of the 13F portfolio, value $41,645,939.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth Advisors, 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 653,798 shares
    Change vs previous 13F +13,218 shares

    11.87% of the 13F portfolio, value $41,306,965.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth Advisors, 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 640,580 shares
    Change vs previous 13F not available

    12.09% of the 13F portfolio, value $40,298,883.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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