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Disclosery

Pacific Wealth Management: JAAA position timeline

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

Pacific Wealth Management held 0 JAAA shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -259,886 shares

    13F-HR 0001852338-25-000007 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 259,886 shares
    Change vs previous 13F -1,992 shares

    6.51% of the 13F portfolio, value $13,189,232.

    13F-HR 0001852338-25-000004 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 261,878 shares
    Change vs previous 13F +4,081 shares

    7.3% of the 13F portfolio, value $13,279,813.

    13F-HR 0001852338-25-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 257,797 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $13,072,901.

    13F-HR 0001852338-25-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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