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Lionshead Wealth Management, LLC: JAAA position timeline

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

Lionshead Wealth Management, LLC held 162,857 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,857 shares
    Change vs previous 13F -3,607 shares

    5.36% of the 13F portfolio, value $8,255,319.

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth 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 166,464 shares
    Change vs previous 13F +57,702 shares

    6.2% of the 13F portfolio, value $8,418,503.

    13F-HR 0001172661-26-001647 filed by Lionshead 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 ended2025-12-31
    13F 108,762 shares
    Change vs previous 13F +22,899 shares

    4.14% of the 13F portfolio, value $5,501,181.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth 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 85,863 shares
    Change vs previous 13F +52,869 shares

    3.46% of the 13F portfolio, value $4,360,111.

    13F-HR 0001172661-25-004243 filed by Lionshead 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 ended2025-06-30
    13F 32,994 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,674,493.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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