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Disclosery

Creative Planning: JQUA position timeline

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

Creative Planning held 77,291 JQUA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,291 shares
    Change vs previous 13F -429 shares

    <0.01% of the 13F portfolio, value $5,586,604.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 77,720 shares
    Change vs previous 13F -2,435 shares

    <0.01% of the 13F portfolio, value $4,765,790.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 80,155 shares
    Change vs previous 13F -492 shares

    <0.01% of the 13F portfolio, value $5,064,179.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 80,647 shares
    Change vs previous 13F -1,823 shares

    <0.01% of the 13F portfolio, value $5,073,478.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 82,470 shares
    Change vs previous 13F -3,988 shares

    <0.01% of the 13F portfolio, value $4,952,324.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 86,458 shares
    Change vs previous 13F +25,543 shares

    <0.01% of the 13F portfolio, value $4,882,293.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 60,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,488,602.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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