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Disclosery

FOSTER & MOTLEY INC: JAAA position timeline

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

FOSTER & MOTLEY INC held 604,132 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604,132 shares
    Change vs previous 13F +29,931 shares

    1.4% of the 13F portfolio, value $30,503,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    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 574,201 shares
    Change vs previous 13F +19,505 shares

    1.49% of the 13F portfolio, value $28,923,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    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 554,696 shares
    Change vs previous 13F +37,561 shares

    1.5% of the 13F portfolio, value $28,057,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    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 517,135 shares
    Change vs previous 13F +77,860 shares

    1.42% of the 13F portfolio, value $26,260,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    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 439,275 shares
    Change vs previous 13F +187,896 shares

    1.29% of the 13F portfolio, value $22,293,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    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 251,379 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $12,747,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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