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AVAII WEALTH MANAGEMENT, LLC: JBND position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 25,373 JBND shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,373 shares
    Change vs previous 13F -2,166 shares

    0.37% of the 13F portfolio, value $1,292,746.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,539 shares
    Change vs previous 13F +3,485 shares

    0.43% of the 13F portfolio, value $1,473,356.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 24,054 shares
    Change vs previous 13F -2,827 shares

    0.45% of the 13F portfolio, value $1,293,357.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 26,881 shares
    Change vs previous 13F -762 shares

    0.53% of the 13F portfolio, value $1,453,438.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 27,643 shares
    Change vs previous 13F +4,943 shares

    0.57% of the 13F portfolio, value $1,497,154.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 22,700 shares
    Change vs previous 13F -620 shares

    0.54% of the 13F portfolio, value $1,216,512.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 23,320 shares
    Change vs previous 13F -277,530 shares

    0.67% of the 13F portfolio, value $1,248,077.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 300,850 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $15,719,428.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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