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Drake & Associates, LLC: JAAA position timeline

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

Drake & Associates, LLC held 764,333 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 764,333 shares
    Change vs previous 13F +54,325 shares

    6.5% of the 13F portfolio, value $38,591,172.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 710,008 shares
    Change vs previous 13F +73,133 shares

    6.82% of the 13F portfolio, value $35,763,090.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 636,875 shares
    Change vs previous 13F +57,078 shares

    6.42% of the 13F portfolio, value $32,213,155.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 579,797 shares
    Change vs previous 13F +87,865 shares

    6.14% of the 13F portfolio, value $29,320,326.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 491,932 shares
    Change vs previous 13F +9,557 shares

    6.12% of the 13F portfolio, value $24,965,558.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 482,375 shares
    Change vs previous 13F +7,546 shares

    6.87% of the 13F portfolio, value $24,461,242.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 474,829 shares
    Change vs previous 13F +62,696 shares

    6.88% of the 13F portfolio, value $24,168,781.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 412,133 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $20,969,318.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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