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Disclosery

GK Wealth Management LLC: JAAA position timeline

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

GK Wealth Management LLC held 58,420 JAAA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,420 shares
    Change vs previous 13F -6,388 shares

    1.66% of the 13F portfolio, value $2,948,517.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,808 shares
    Change vs previous 13F +64,808 shares

    1.98% of the 13F portfolio, value $3,272,137.

    13F-HR 0002069222-26-000003 filed by GK Wealth 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -43,065 shares

    13F-HR 0002069222-26-000002 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 43,065 shares
    Change vs previous 13F +5,000 shares

    1.59% of the 13F portfolio, value $2,178,270.

    13F-HR 0002069222-26-000001 filed by GK Wealth 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 ended2025-09-30
    13F 38,065 shares
    Change vs previous 13F +10,248 shares

    1.44% of the 13F portfolio, value $1,932,921.

    13F-HR 0002069222-25-000001 filed by GK Wealth 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 ended2025-06-30
    13F 27,817 shares
    Change vs previous 13F +20,902 shares

    1.4% of the 13F portfolio, value $1,411,701.

    13F-HR 0001754960-25-000328 filed by GK Wealth 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 ended2025-03-31
    13F/A 6,915 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $350,662.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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