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Disclosery

Fourth Dimension Wealth, LLC: JAAA position timeline

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

Fourth Dimension Wealth, LLC held 79,064 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,064 shares
    Change vs previous 13F +21,118 shares

    1.26% of the 13F portfolio, value $3,991,918.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension Wealth, 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 57,946 shares
    Change vs previous 13F +2,498 shares

    1.11% of the 13F portfolio, value $2,918,761.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension Wealth, 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 55,448 shares
    Change vs previous 13F +1,814 shares

    1.02% of the 13F portfolio, value $2,804,552.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension Wealth, 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 53,634 shares
    Change vs previous 13F +8,733 shares

    1.04% of the 13F portfolio, value $2,723,527.

    13F-HR 0002056691-25-000006 filed by Fourth Dimension Wealth, 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 44,901 shares
    Change vs previous 13F +12,456 shares

    0.96% of the 13F portfolio, value $2,278,746.

    13F-HR 0002056691-25-000004 filed by Fourth Dimension Wealth, 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 32,445 shares
    Change vs previous 13F +9,070 shares

    0.8% of the 13F portfolio, value $1,645,306.

    13F-HR 0002056691-25-000002 filed by Fourth Dimension Wealth, 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 23,375 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,185,365.

    13F-HR 0002056691-25-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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