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Disclosery

Avid Wealth Partners LLC: JAAA position timeline

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

Avid Wealth Partners LLC held 20,070 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,070 shares
    Change vs previous 13F +3,087 shares

    0.49% of the 13F portfolio, value $1,013,312.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 16,983 shares
    Change vs previous 13F -25,163 shares

    0.4% of the 13F portfolio, value $855,448.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 42,146 shares
    Change vs previous 13F +6,655 shares

    1.04% of the 13F portfolio, value $2,131,752.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 35,491 shares
    Change vs previous 13F +22,622 shares

    0.9% of the 13F portfolio, value $1,802,223.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 12,869 shares
    Change vs previous 13F -22,499 shares

    0.37% of the 13F portfolio, value $653,084.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners 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 35,368 shares
    Change vs previous 13F +5,571 shares

    1.22% of the 13F portfolio, value $1,793,505.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners 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 29,797 shares
    Change vs previous 13F -3,229 shares

    1.07% of the 13F portfolio, value $1,511,012.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners 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 33,026 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,680,347.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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