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RiverTree Advisors, LLC: JAAA position timeline

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

RiverTree Advisors, LLC held 232,529 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,529 shares
    Change vs previous 13F -771 shares

    6.93% of the 13F portfolio, value $11,740,382.

    13F-HR 0001872501-26-000003 filed by RiverTree Advisors, 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 233,300 shares
    Change vs previous 13F -8,964 shares

    7.44% of the 13F portfolio, value $11,751,331.

    13F-HR 0001872501-26-000002 filed by RiverTree Advisors, 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 242,264 shares
    Change vs previous 13F +7,174 shares

    7.81% of the 13F portfolio, value $12,253,713.

    13F-HR 0001872501-26-000001 filed by RiverTree Advisors, 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 235,090 shares
    Change vs previous 13F +3,210 shares

    7.65% of the 13F portfolio, value $11,937,870.

    13F-HR 0001872501-25-000002 filed by RiverTree Advisors, 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 231,880 shares
    Change vs previous 13F +22,924 shares

    7.9% of the 13F portfolio, value $11,767,910.

    13F-HR 0001085146-25-004105 filed by RiverTree Advisors, 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 208,956 shares
    Change vs previous 13F +504 shares

    7.09% of the 13F portfolio, value $10,596,159.

    13F-HR 0001085146-25-002180 filed by RiverTree Advisors, 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 208,452 shares
    Change vs previous 13F -821 shares

    6.94% of the 13F portfolio, value $10,570,601.

    13F-HR 0001085146-25-000242 filed by RiverTree Advisors, 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 209,273 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $10,647,810.

    13F-HR 0001085146-24-005044 filed by RiverTree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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