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CASTLE WEALTH MANAGEMENT LLC: JAAA position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 277,549 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,549 shares
    Change vs previous 13F +495 shares

    4.15% of the 13F portfolio, value $14,013,430.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 277,054 shares
    Change vs previous 13F +27,599 shares

    4.54% of the 13F portfolio, value $14,011,273.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 249,455 shares
    Change vs previous 13F +32,044 shares

    4.18% of the 13F portfolio, value $12,617,411.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 217,411 shares
    Change vs previous 13F +157,575 shares

    3.73% of the 13F portfolio, value $11,040,122.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 59,836 shares
    Change vs previous 13F +43,066 shares

    1.1% of the 13F portfolio, value $3,036,677.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 16,770 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $850,407.

    13F-HR 0001936420-25-000003 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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