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Disclosery

4WEALTH ADVISORS, INC.: JAAA position timeline

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

4WEALTH ADVISORS, INC. held 42,090 JAAA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,090 shares
    Change vs previous 13F +4,646 shares

    1.48% of the 13F portfolio, value $2,133,121.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,444 shares
    Change vs previous 13F +1,811 shares

    1.46% of the 13F portfolio, value $1,897,683.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,633 shares
    Change vs previous 13F +468 shares

    1.54% of the 13F portfolio, value $1,799,823.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,165 shares
    Change vs previous 13F +580 shares

    1.54% of the 13F portfolio, value $1,778,646.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,585 shares
    Change vs previous 13F +1,812 shares

    1.62% of the 13F portfolio, value $1,756,226.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,773 shares
    Change vs previous 13F +2,521 shares

    1.73% of the 13F portfolio, value $1,663,230.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,252 shares
    Change vs previous 13F +11,445 shares

    1.7% of the 13F portfolio, value $1,534,079.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,807 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $953,703.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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