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Disclosery

Sanchez Wealth Management Group: JAAA position timeline

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

Sanchez Wealth Management Group held 999,572 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 999,572 shares
    Change vs previous 13F +472,390 shares

    8.84% of the 13F portfolio, value $50,468,399.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 527,182 shares
    Change vs previous 13F +25,365 shares

    5.74% of the 13F portfolio, value $26,554,150.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 501,817 shares
    Change vs previous 13F +143,125 shares

    5.43% of the 13F portfolio, value $25,381,913.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 358,692 shares
    Change vs previous 13F +33,379 shares

    4.04% of the 13F portfolio, value $18,214,386.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 325,313 shares
    Change vs previous 13F +44,240 shares

    3.98% of the 13F portfolio, value $16,509,705.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 281,073 shares
    Change vs previous 13F +77,190 shares

    3.87% of the 13F portfolio, value $14,253,182.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 203,883 shares
    Change vs previous 13F +88,040 shares

    2.82% of the 13F portfolio, value $10,338,885.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 115,843 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $5,894,101.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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