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Disclosery

McCarthy & Cox: JAAA position timeline

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

McCarthy & Cox held 6,641 JAAA shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,641 shares
    Change vs previous 13F -264,476 shares

    4.07% of the 13F portfolio, value $335,909.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 271,117 shares
    Change vs previous 13F +17,258 shares

    3.14% of the 13F portfolio, value $13,767,343.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 253,859 shares
    Change vs previous 13F +18,324 shares

    3.37% of the 13F portfolio, value $12,883,332.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 235,535 shares
    Change vs previous 13F +64,176 shares

    5.2% of the 13F portfolio, value $11,943,999.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 171,359 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $8,689,606.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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