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Disclosery

HCR Wealth Advisors: JAAA position timeline

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

HCR Wealth Advisors held 199,097 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,097 shares
    Change vs previous 13F +22,028 shares

    0.9% of the 13F portfolio, value $10,052,457.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 177,069 shares
    Change vs previous 13F +15,616 shares

    0.92% of the 13F portfolio, value $8,918,966.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 161,453 shares
    Change vs previous 13F +6,274 shares

    0.81% of the 13F portfolio, value $8,166,297.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 155,179 shares
    Change vs previous 13F +22,265 shares

    0.81% of the 13F portfolio, value $7,850,554.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 132,914 shares
    Change vs previous 13F +20,859 shares

    0.79% of the 13F portfolio, value $6,745,434.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 112,055 shares
    Change vs previous 13F +68,293 shares

    0.74% of the 13F portfolio, value $5,682,328.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 43,762 shares
    Change vs previous 13F +11,695 shares

    0.28% of the 13F portfolio, value $2,219,211.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 32,067 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,631,617.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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