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Disclosery

Sage Advisory Services, Ltd.Co.: JAAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Advisory Services, Ltd.Co. on JAAA, newest first. How the timeline and the estimate are built.

Sage Advisory Services, Ltd.Co. held 77,527 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 77,527 shares
    Change vs previous 13F +3,176 shares

    1.93% of the 13F portfolio, value $3,914,000.

    13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
    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 74,351 shares
    Change vs previous 13F +2,956 shares

    2.05% of the 13F portfolio, value $3,745,000.

    13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
    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 71,395 shares
    Change vs previous 13F -4,185 shares

    1.97% of the 13F portfolio, value $3,611,000.

    13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
    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 75,580 shares
    Change vs previous 13F +3,953 shares

    2.01% of the 13F portfolio, value $3,838,000.

    13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
    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 71,627 shares
    Change vs previous 13F +3,140 shares

    1.98% of the 13F portfolio, value $3,635,000.

    13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
    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 68,487 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,473,000.

    13F-HR 0001214659-25-007006 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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