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Brown Financial Advisors: JAAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Financial Advisors on JAAA, newest first. How the timeline and the estimate are built.

Brown Financial Advisors held 71,638 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,638 shares
    Change vs previous 13F -7,384 shares

    1.26% of the 13F portfolio, value $3,617,003.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 79,022 shares
    Change vs previous 13F +11,268 shares

    1.51% of the 13F portfolio, value $3,980,338.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 67,754 shares
    Change vs previous 13F +92 shares

    1.25% of the 13F portfolio, value $3,426,997.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 67,662 shares
    Change vs previous 13F +3,045 shares

    1.27% of the 13F portfolio, value $3,435,876.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 64,617 shares
    Change vs previous 13F -1,660 shares

    1.28% of the 13F portfolio, value $3,279,313.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 66,277 shares
    Change vs previous 13F -2,326 shares

    1.39% of the 13F portfolio, value $3,360,907.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 68,603 shares
    Change vs previous 13F +8,576 shares

    1.4% of the 13F portfolio, value $3,478,858.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 60,027 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,054,174.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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