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Portside Wealth Group, LLC: JAAA position timeline

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

Portside Wealth Group, LLC held 33,976 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,976 shares
    Change vs previous 13F +3,176 shares

    0.2% of the 13F portfolio, value $1,715,447.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 30,800 shares
    Change vs previous 13F +1,499 shares

    0.21% of the 13F portfolio, value $1,551,383.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 29,301 shares
    Change vs previous 13F +2,251 shares

    0.2% of the 13F portfolio, value $1,482,047.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 27,050 shares
    Change vs previous 13F +815 shares

    0.19% of the 13F portfolio, value $1,373,586.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 26,235 shares
    Change vs previous 13F +1,673 shares

    0.2% of the 13F portfolio, value $1,331,429.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 24,562 shares
    Change vs previous 13F +2,921 shares

    0.2% of the 13F portfolio, value $1,245,539.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 21,641 shares
    Change vs previous 13F +9,520 shares

    0.18% of the 13F portfolio, value $1,097,415.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 12,121 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $616,716.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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