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SIMA Wealth Partners, LLC: JAVA position timeline

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

SIMA Wealth Partners, LLC held 92,826 JAVA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,826 shares
    Change vs previous 13F -1,916 shares

    5.22% of the 13F portfolio, value $7,371,310.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 94,742 shares
    Change vs previous 13F -712 shares

    5.18% of the 13F portfolio, value $6,797,736.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 95,454 shares
    Change vs previous 13F -4,441 shares

    5.21% of the 13F portfolio, value $6,845,948.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 99,895 shares
    Change vs previous 13F -88 shares

    5.27% of the 13F portfolio, value $6,888,749.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 99,983 shares
    Change vs previous 13F +4,297 shares

    5.29% of the 13F portfolio, value $6,548,887.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 95,686 shares
    Change vs previous 13F +3,268 shares

    5.05% of the 13F portfolio, value $6,079,889.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 92,418 shares
    Change vs previous 13F -16,326 shares

    4.97% of the 13F portfolio, value $5,850,061.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 108,744 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $6,967,229.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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