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Grant/GrossMendelsohn, LLC: JAAA position timeline

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

Grant/GrossMendelsohn, LLC held 0 JAAA shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -114,544 shares

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, 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.

  2. period ended2024-12-31
    13F 114,544 shares
    Change vs previous 13F -23,940 shares

    3.04% of the 13F portfolio, value $5,808,526.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 138,484 shares
    Change vs previous 13F -8,776 shares

    3.04% of the 13F portfolio, value $7,046,044.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 147,260 shares
    Change vs previous 13F +7,181 shares

    3.43% of the 13F portfolio, value $7,492,589.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 140,079 shares
    Change vs previous 13F -32,325 shares

    3.3% of the 13F portfolio, value $7,085,196.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 172,404 shares
    Change vs previous 13F +12,713 shares

    3.61% of the 13F portfolio, value $8,728,815.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 159,691 shares
    Change vs previous 13F +105,595 shares

    3.48% of the 13F portfolio, value $8,037,248.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 54,096 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,689,653.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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