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Atlantic Edge Private Wealth Management, LLC: JAAA position timeline

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

Atlantic Edge Private Wealth Management, LLC held 472,036 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 472,036 shares
    Change vs previous 13F +2,575 shares

    4.89% of the 13F portfolio, value $23,833,084.

    13F-HR 0002011145-26-000003 filed by Atlantic Edge Private 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 469,461 shares
    Change vs previous 13F +28,474 shares

    5.83% of the 13F portfolio, value $23,646,751.

    13F-HR 0002011145-26-000002 filed by Atlantic Edge Private 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 440,987 shares
    Change vs previous 13F +63,925 shares

    5.55% of the 13F portfolio, value $22,305,144.

    13F-HR 0002011145-26-000001 filed by Atlantic Edge Private 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 377,062 shares
    Change vs previous 13F +69,125 shares

    4.92% of the 13F portfolio, value $19,147,231.

    13F-HR 0002011145-25-000007 filed by Atlantic Edge Private 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 307,937 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $15,627,804.

    13F-HR 0002011145-25-000005 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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