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Disclosery

5T Wealth, LLC: JVAL position timeline

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

5T Wealth, LLC held 28,011 JVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,011 shares
    Change vs previous 13F -4,549 shares

    0.61% of the 13F portfolio, value $1,642,564.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 32,560 shares
    Change vs previous 13F +1,530 shares

    0.63% of the 13F portfolio, value $1,590,882.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 31,030 shares
    Change vs previous 13F -82 shares

    0.61% of the 13F portfolio, value $1,522,955.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 31,112 shares
    Change vs previous 13F +5,496 shares

    0.64% of the 13F portfolio, value $1,477,825.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 25,616 shares
    Change vs previous 13F +2,852 shares

    0.58% of the 13F portfolio, value $1,132,997.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 22,764 shares
    Change vs previous 13F +1,582 shares

    0.54% of the 13F portfolio, value $942,884.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 21,182 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $915,063.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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