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MCDONALD PARTNERS LLC: JAAA position timeline

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

MCDONALD PARTNERS LLC held 11,081 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 11,081 shares
    Change vs previous 13F +2,135 shares

    0.14% of the 13F portfolio, value $559,504.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 8,946 shares
    Change vs previous 13F +3,208 shares

    0.11% of the 13F portfolio, value $450,619.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 5,738 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $290,239.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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