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Disclosery

Core Wealth Partners LLC: JAAA position timeline

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

Core Wealth Partners LLC held 84,109 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,109 shares
    Change vs previous 13F +22,495 shares

    1.81% of the 13F portfolio, value $4,246,663.

    13F-HR 0001965078-26-000003 filed by Core 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 61,614 shares
    Change vs previous 13F +9,205 shares

    1.44% of the 13F portfolio, value $3,103,495.

    13F-HR 0001965078-26-000002 filed by Core 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 52,409 shares
    Change vs previous 13F +1,153 shares

    1.19% of the 13F portfolio, value $2,650,846.

    13F-HR 0001965078-26-000001 filed by Core 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 51,256 shares
    Change vs previous 13F +1,758 shares

    1.2% of the 13F portfolio, value $2,602,769.

    13F-HR 0001965078-25-000002 filed by Core 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 49,498 shares
    Change vs previous 13F -16,891 shares

    1.28% of the 13F portfolio, value $2,512,039.

    13F-HR 0001085146-25-004770 filed by Core 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 66,389 shares
    Change vs previous 13F +39,161 shares

    1.96% of the 13F portfolio, value $3,366,587.

    13F-HR 0001085146-25-002995 filed by Core 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 27,228 shares
    Change vs previous 13F +4,480 shares

    0.79% of the 13F portfolio, value $1,380,726.

    13F-HR 0001085146-25-001010 filed by Core 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 22,748 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,157,463.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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