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BROWN WEALTH MANAGEMENT, LLC: JAAA position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 175,545 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,545 shares
    Change vs previous 13F +68,928 shares

    1.98% of the 13F portfolio, value $8,863,243.

    13F-HR 0001104659-26-084985 filed by BROWN 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 106,617 shares
    Change vs previous 13F -53,183 shares

    1.38% of the 13F portfolio, value $5,370,276.

    13F-HR 0001104659-26-041337 filed by BROWN 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 159,800 shares
    Change vs previous 13F +14,118 shares

    2.13% of the 13F portfolio, value $8,082,677.

    13F-HR 0001104659-26-011332 filed by BROWN 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 145,682 shares
    Change vs previous 13F +12,827 shares

    2.08% of the 13F portfolio, value $7,397,742.

    13F-HR 0001104659-25-106232 filed by BROWN 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 132,855 shares
    Change vs previous 13F +31,417 shares

    2.09% of the 13F portfolio, value $6,742,402.

    13F-HR 0001104659-25-076161 filed by BROWN 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 ended2025-03-31
    13F 101,438 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $5,143,925.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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