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Englebert Financial Advisers, LLC: JAAA position timeline

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

Englebert Financial Advisers, LLC held 158,003 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,003 shares
    Change vs previous 13F +24,202 shares

    7.9% of the 13F portfolio, value $7,977,571.

    13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, 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 133,801 shares
    Change vs previous 13F +8,301 shares

    7.67% of the 13F portfolio, value $6,739,556.

    13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, 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 125,500 shares
    Change vs previous 13F not available

    7.3% of the 13F portfolio, value $6,347,790.

    13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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