Skip to content
Disclosery

Pasadena Private Wealth, LLC: JAAA position timeline

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

Pasadena Private Wealth, LLC held 29,737 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,737 shares
    Change vs previous 13F -23,362 shares

    0.19% of the 13F portfolio, value $1,501,406.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 53,099 shares
    Change vs previous 13F +27,642 shares

    0.37% of the 13F portfolio, value $2,674,610.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 25,457 shares
    Change vs previous 13F +6,060 shares

    0.18% of the 13F portfolio, value $1,287,617.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 19,397 shares
    Change vs previous 13F -5,374 shares

    0.14% of the 13F portfolio, value $984,970.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 24,771 shares
    Change vs previous 13F -5,549 shares

    0.22% of the 13F portfolio, value $1,257,123.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 30,320 shares
    Change vs previous 13F -9,411 shares

    0.3% of the 13F portfolio, value $1,537,532.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 39,731 shares
    Change vs previous 13F +22,703 shares

    0.41% of the 13F portfolio, value $2,014,759.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 17,028 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $866,385.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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