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Disclosery

QTR Family Wealth, LLC: JAAA position timeline

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

QTR Family Wealth, LLC held 84,979 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 84,979 shares
    Change vs previous 13F +25,995 shares

    1.49% of the 13F portfolio, value $4,290,615.

    13F-HR 0002067954-26-000003 filed by QTR Family 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 58,984 shares
    Change vs previous 13F +1,557 shares

    1.24% of the 13F portfolio, value $2,982,823.

    13F-HR 0002067954-26-000002 filed by QTR Family 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 57,427 shares
    Change vs previous 13F +5,497 shares

    1.28% of the 13F portfolio, value $2,911,549.

    13F-HR 0002067954-26-000001 filed by QTR Family 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 51,930 shares
    Change vs previous 13F -2,409 shares

    1.25% of the 13F portfolio, value $2,636,996.

    13F-HR 0002067954-25-000004 filed by QTR Family 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 54,339 shares
    Change vs previous 13F +4,010 shares

    1.71% of the 13F portfolio, value $2,757,705.

    13F-HR 0002067954-25-000002 filed by QTR Family 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 50,329 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,552,202.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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