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Detalus Advisors, LLC: JAAA position timeline

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

Detalus Advisors, LLC held 50,170 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 50,170 shares
    Change vs previous 13F +4,695 shares

    0.49% of the 13F portfolio, value $2,533,097.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 45,475 shares
    Change vs previous 13F +3,274 shares

    0.52% of the 13F portfolio, value $2,290,576.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, 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 42,201 shares
    Change vs previous 13F +7,665 shares

    0.52% of the 13F portfolio, value $2,134,545.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, 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 34,536 shares
    Change vs previous 13F +6,971 shares

    0.45% of the 13F portfolio, value $1,753,719.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, 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 27,565 shares
    Change vs previous 13F +18,068 shares

    0.41% of the 13F portfolio, value $1,398,937.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, 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 9,497 shares
    Change vs previous 13F -4,458 shares

    0.15% of the 13F portfolio, value $481,589.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, 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 13,955 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $707,663.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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