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Disclosery

Bridgewealth Advisory Group, LLC: JAAA position timeline

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

Bridgewealth Advisory Group, LLC held 468,648 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,648 shares
    Change vs previous 13F +9,166 shares

    4.47% of the 13F portfolio, value $23,662,061.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 459,482 shares
    Change vs previous 13F -28,433 shares

    4.8% of the 13F portfolio, value $23,144,140.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 487,915 shares
    Change vs previous 13F -175,063 shares

    5.45% of the 13F portfolio, value $24,678,756.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 662,978 shares
    Change vs previous 13F -15,577 shares

    7.8% of the 13F portfolio, value $33,666,044.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 678,555 shares
    Change vs previous 13F +477,003 shares

    8.74% of the 13F portfolio, value $34,436,665.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 201,552 shares
    Change vs previous 13F -333,488 shares

    13.43% of the 13F portfolio, value $10,220,727.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 535,040 shares
    Change vs previous 13F +284,979 shares

    7.69% of the 13F portfolio, value $27,222,853.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 250,061 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $12,723,098.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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