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Per Stirling Capital Management, LLC.: JAAA position timeline

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

Per Stirling Capital Management, LLC. held 327,763 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 327,763 shares
    Change vs previous 13F +16,142 shares

    1.58% of the 13F portfolio, value $16,548,757.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital 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 311,621 shares
    Change vs previous 13F -17,410 shares

    1.73% of the 13F portfolio, value $15,696,352.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital 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 329,031 shares
    Change vs previous 13F +20,083 shares

    1.87% of the 13F portfolio, value $16,642,395.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital 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 308,948 shares
    Change vs previous 13F +21,545 shares

    1.88% of the 13F portfolio, value $15,688,377.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital 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 287,403 shares
    Change vs previous 13F +16,667 shares

    1.9% of the 13F portfolio, value $14,585,690.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital 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 270,736 shares
    Change vs previous 13F +117,062 shares

    1.97% of the 13F portfolio, value $13,729,003.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital 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 153,674 shares
    Change vs previous 13F +64,211 shares

    1.11% of the 13F portfolio, value $7,792,801.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital 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 89,463 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,551,860.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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