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Wealth Quarterback LLC

SEC CIK
0001803386
Latest filing
Jul 27, 2026

NJR holding history

New Jersey Resources Corp in every 13F filed by Wealth Quarterback LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
9,482
Value
$531.4K
% of portfolio
0.2%
Quarters held
7
Since Q2 2021
Holdings of NJR by Wealth Quarterback LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,482$531.4K0.2%−396−4.0%ReducedHolders
Q1 20269,878$542.5K0.2%+101+1.0%AddedHolders
Q4 20259,777$450.9K0.2%+95+1.0%AddedHolders
Q3 20259,682$466.2K0.2%+97+1.0%AddedHolders
Q2 20259,585$429.6K0.2%+9,585NewHolders
Q4 2021––––Not filedHolders
Q3 20213,152$110.0K0.1%+26+0.8%AddedHolders
Q2 20213,126$124.0K0.1%–No prior filingHolders