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SAGE RHINO CAPITAL LLC: JAAA position timeline

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

SAGE RHINO CAPITAL LLC held 92,210 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,210 shares
    Change vs previous 13F -38,725 shares

    0.77% of the 13F portfolio, value $4,655,694.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 130,935 shares
    Change vs previous 13F -8,485 shares

    1.23% of the 13F portfolio, value $6,595,213.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 139,420 shares
    Change vs previous 13F -6,733 shares

    1.33% of the 13F portfolio, value $7,051,840.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 146,153 shares
    Change vs previous 13F -4,752 shares

    1.44% of the 13F portfolio, value $7,421,634.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 150,905 shares
    Change vs previous 13F -13,058 shares

    1.62% of the 13F portfolio, value $7,658,418.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 163,963 shares
    Change vs previous 13F -2,984 shares

    1.93% of the 13F portfolio, value $8,314,581.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 166,947 shares
    Change vs previous 13F +8,263 shares

    1.85% of the 13F portfolio, value $8,465,907.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 158,684 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $8,073,867.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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