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Great Point Wealth Advisors, LLC: JAAA position timeline

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

Great Point Wealth Advisors, LLC held 390,056 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,056 shares
    Change vs previous 13F +6,782 shares

    3.18% of the 13F portfolio, value $19,693,908.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 383,274 shares
    Change vs previous 13F -2,140 shares

    3.56% of the 13F portfolio, value $19,305,523.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 385,414 shares
    Change vs previous 13F +9,105 shares

    3.56% of the 13F portfolio, value $19,494,221.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 376,309 shares
    Change vs previous 13F +43,794 shares

    3.59% of the 13F portfolio, value $19,108,970.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 332,515 shares
    Change vs previous 13F +9,633 shares

    3.65% of the 13F portfolio, value $16,861,857.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 322,882 shares
    Change vs previous 13F +6,728 shares

    3.58% of the 13F portfolio, value $16,373,327.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 316,154 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $16,085,930.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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