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Ridgeline Wealth, LLC: JAAA position timeline

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

Ridgeline Wealth, LLC held 121,588 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,588 shares
    Change vs previous 13F +1,530 shares

    3.59% of the 13F portfolio, value $6,138,972.

    13F-HR 0001934226-26-000003 filed by Ridgeline 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 120,058 shares
    Change vs previous 13F +855 shares

    4.33% of the 13F portfolio, value $6,047,337.

    13F-HR 0001934226-26-000002 filed by Ridgeline 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 119,203 shares
    Change vs previous 13F +9,482 shares

    4.18% of the 13F portfolio, value $6,029,293.

    13F-HR 0001934226-26-000001 filed by Ridgeline 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 109,721 shares
    Change vs previous 13F +19,441 shares

    4.11% of the 13F portfolio, value $5,571,610.

    13F-HR 0001934226-25-000008 filed by Ridgeline 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 90,280 shares
    Change vs previous 13F +6,873 shares

    3.74% of the 13F portfolio, value $4,581,724.

    13F-HR 0001934226-25-000005 filed by Ridgeline 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 83,407 shares
    Change vs previous 13F -6,288 shares

    3.6% of the 13F portfolio, value $4,229,590.

    13F-HR 0001934226-25-000003 filed by Ridgeline 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 89,695 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $4,548,430.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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