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Disclosery

Generation Capital Management LLC: JAAA position timeline

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

Generation Capital Management LLC held 176,965 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,965 shares
    Change vs previous 13F +6,569 shares

    5.48% of the 13F portfolio, value $8,934,963.

    13F-HR 0001214659-26-010030 filed by Generation Capital Management 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 170,396 shares
    Change vs previous 13F +4,128 shares

    6.27% of the 13F portfolio, value $8,582,847.

    13F-HR 0001214659-26-005813 filed by Generation Capital Management 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 166,268 shares
    Change vs previous 13F +14,696 shares

    5.45% of the 13F portfolio, value $8,409,835.

    13F-HR 0001214659-26-001664 filed by Generation Capital Management 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 151,572 shares
    Change vs previous 13F +671 shares

    5.57% of the 13F portfolio, value $7,696,826.

    13F-HR 0001214659-25-016064 filed by Generation Capital Management 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 150,901 shares
    Change vs previous 13F +11,714 shares

    6.06% of the 13F portfolio, value $7,658,226.

    13F-HR 0001214659-25-011913 filed by Generation Capital Management 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 139,187 shares
    Change vs previous 13F +15,631 shares

    6.36% of the 13F portfolio, value $7,058,173.

    13F-HR 0001214659-25-007236 filed by Generation Capital Management 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 123,556 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $6,265,525.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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