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Disclosery

GeoWealth Management, LLC: JAAA position timeline

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

GeoWealth Management, LLC held 35,178 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,178 shares
    Change vs previous 13F +1,962 shares

    0.06% of the 13F portfolio, value $1,776,125.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 33,216 shares
    Change vs previous 13F -20,738 shares

    0.06% of the 13F portfolio, value $1,673,076.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 53,954 shares
    Change vs previous 13F -8,153 shares

    0.1% of the 13F portfolio, value $2,728,983.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 62,107 shares
    Change vs previous 13F -11,320 shares

    0.12% of the 13F portfolio, value $3,153,804.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 73,427 shares
    Change vs previous 13F -380 shares

    0.15% of the 13F portfolio, value $3,726,413.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 73,807 shares
    Change vs previous 13F -55,079 shares

    0.15% of the 13F portfolio, value $3,742,740.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 128,886 shares
    Change vs previous 13F +65,501 shares

    0.21% of the 13F portfolio, value $6,535,801.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 63,385 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,225,036.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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