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49 WEALTH MANAGEMENT, LLC: JAAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on JAAA, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 116,368 JAAA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 116,368 shares
    Change vs previous 13F -454,839 shares

    1.12% of the 13F portfolio, value $5,875,410.

    13F-HR/A 0001104659-26-098355 filed by 49 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 571,207 shares
    Change vs previous 13F +28,426 shares

    2.15% of the 13F portfolio, value $28,771,713.

    13F-HR 0001104659-26-059918 filed by 49 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 542,781 shares
    Change vs previous 13F +20,490 shares

    2.23% of the 13F portfolio, value $27,453,853.

    13F-HR 0001104659-26-010120 filed by 49 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 522,291 shares
    Change vs previous 13F -96,163 shares

    2.5% of the 13F portfolio, value $26,521,934.

    13F-HR 0001104659-25-109943 filed by 49 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 618,454 shares
    Change vs previous 13F -13,985 shares

    3.34% of the 13F portfolio, value $31,386,521.

    13F-HR 0001104659-25-075156 filed by 49 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 632,439 shares
    Change vs previous 13F +40,311 shares

    3.86% of the 13F portfolio, value $32,070,960.

    13F-HR 0001104659-25-041965 filed by 49 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 592,128 shares
    Change vs previous 13F +119,161 shares

    4.28% of the 13F portfolio, value $30,026,831.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    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 472,967 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $24,064,537.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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