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Disclosery

Obermeyer Wealth Partners: JAAA position timeline

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

Obermeyer Wealth Partners held 1,631,646 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,631,646 shares
    Change vs previous 13F +33,303 shares

    3.37% of the 13F portfolio, value $82,381,816.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 1,598,343 shares
    Change vs previous 13F +89,545 shares

    3.71% of the 13F portfolio, value $80,508,521.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 1,508,798 shares
    Change vs previous 13F +171,662 shares

    3.49% of the 13F portfolio, value $76,314,980.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 1,337,136 shares
    Change vs previous 13F +90,726 shares

    3.18% of the 13F portfolio, value $67,899,766.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 1,246,410 shares
    Change vs previous 13F +18,817 shares

    3.15% of the 13F portfolio, value $63,255,284.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 1,227,593 shares
    Change vs previous 13F +284,590 shares

    3.32% of the 13F portfolio, value $62,251,218.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 943,003 shares
    Change vs previous 13F +419,822 shares

    2.49% of the 13F portfolio, value $47,819,702.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 523,181 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $26,619,456.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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