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Parkwoods Wealth Partners, LLC: JAAA position timeline

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

Parkwoods Wealth Partners, LLC held 42,333 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,333 shares
    Change vs previous 13F -5,133 shares

    0.34% of the 13F portfolio, value $2,137,403.

    13F-HR 0002042772-26-000003 filed by Parkwoods Wealth 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 47,466 shares
    Change vs previous 13F +243 shares

    0.59% of the 13F portfolio, value $2,390,884.

    13F-HR 0002042772-26-000002 filed by Parkwoods Wealth 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 47,223 shares
    Change vs previous 13F +9,784 shares

    0.7% of the 13F portfolio, value $2,388,546.

    13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, 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 37,439 shares
    Change vs previous 13F +3,909 shares

    0.65% of the 13F portfolio, value $1,901,171.

    13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, 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 33,530 shares
    Change vs previous 13F +9,782 shares

    0.98% of the 13F portfolio, value $1,701,635.

    13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, 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 23,748 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,204,278.

    13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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