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Disclosery

Rothschild Wealth LLC: JAAA position timeline

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

Rothschild Wealth LLC held 265,626 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,626 shares
    Change vs previous 13F +56,488 shares

    1.07% of the 13F portfolio, value $13,411,439.

    13F-HR 0001104659-26-093815 filed by Rothschild 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 209,138 shares
    Change vs previous 13F +12,228 shares

    0.95% of the 13F portfolio, value $10,534,261.

    13F-HR 0001104659-26-055991 filed by Rothschild 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/A 196,910 shares
    Change vs previous 13F +113,747 shares

    0.96% of the 13F portfolio, value $9,959,722.

    13F-HR/A 0001104659-26-015620 filed by Rothschild 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 83,163 shares
    Change vs previous 13F +76,131 shares

    0.92% of the 13F portfolio, value $4,223,040.

    13F-HR 0001104659-25-112060 filed by Rothschild 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 7,032 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $356,874.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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