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Modern Wealth Management, LLC: JAAA position timeline

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

Modern Wealth Management, LLC held 2,957,809 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,957,809 shares
    Change vs previous 13F +202,124 shares

    1.78% of the 13F portfolio, value $149,339,787.

    13F-HR 0002001900-26-000007 filed by Modern 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 2,755,685 shares
    Change vs previous 13F +135,184 shares

    2.38% of the 13F portfolio, value $138,803,843.

    13F-HR 0002001900-26-000006 filed by Modern 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 2,620,501 shares
    Change vs previous 13F +69,326 shares

    2.42% of the 13F portfolio, value $132,544,931.

    13F-HR 0002001900-26-000001 filed by Modern 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 2,551,175 shares
    Change vs previous 13F +283,833 shares

    2.56% of the 13F portfolio, value $129,548,689.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 2,267,342 shares
    Change vs previous 13F +368,568 shares

    2.86% of the 13F portfolio, value $115,067,641.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 1,898,774 shares
    Change vs previous 13F +627,879 shares

    3.08% of the 13F portfolio, value $96,286,826.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 1,270,895 shares
    Change vs previous 13F +925,177 shares

    2.41% of the 13F portfolio, value $64,447,065.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 345,718 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $17,590,178.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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