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Disclosery

M Wealth Management, LLC: JAAA position timeline

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

M Wealth Management, LLC held 32,912 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,912 shares
    Change vs previous 13F -789 shares

    1.3% of the 13F portfolio, value $1,661,705.

    13F-HR 0001172661-26-002811 filed by M 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 33,701 shares
    Change vs previous 13F +2,530 shares

    1.43% of the 13F portfolio, value $1,697,497.

    13F-HR 0001172661-26-002210 filed by M 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 31,171 shares
    Change vs previous 13F -1,824 shares

    1.37% of the 13F portfolio, value $1,576,644.

    13F-HR 0001172661-26-000383 filed by M 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 32,995 shares
    Change vs previous 13F -3,200 shares

    1.47% of the 13F portfolio, value $1,675,487.

    13F-HR 0001172661-25-004346 filed by M 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 36,195 shares
    Change vs previous 13F -47,100 shares

    1.69% of the 13F portfolio, value $1,836,897.

    13F-HR 0001172661-25-003023 filed by M 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 ended2025-03-31
    13F 83,295 shares
    Change vs previous 13F +24,350 shares

    3.94% of the 13F portfolio, value $4,223,890.

    13F-HR 0001172661-25-001922 filed by M 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 ended2024-12-31
    13F 58,945 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,989,101.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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