StrongBox Wealth, LLC: JAAA position timeline

StrongBox Wealth, LLC held 95,014 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 95,014 shares

   Change vs previous 13F +8,519 shares

   1.37% of the 13F portfolio, value $4,797,282.

   13F-HR 0001812155-26-000002 filed by StrongBox Wealth, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 86,495 shares

   Change vs previous 13F +16,352 shares

   1.39% of the 13F portfolio, value $4,356,770.

   13F-HR 0001172661-26-001636 filed by StrongBox Wealth, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 70,143 shares

   Change vs previous 13F +13,812 shares

   1.17% of the 13F portfolio, value $3,547,833.

   13F-HR 0001172661-26-000233 filed by StrongBox Wealth, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 56,331 shares

   Change vs previous 13F +11,396 shares

   0.97% of the 13F portfolio, value $2,860,488.

   13F-HR 0001172661-25-004182 filed by StrongBox Wealth, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 44,935 shares

   Change vs previous 13F +2,560 shares

   0.87% of the 13F portfolio, value $2,280,451.

   13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 42,375 shares

   Change vs previous 13F +4,585 shares

   0.9% of the 13F portfolio, value $2,148,836.

   13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 37,790 shares

   Change vs previous 13F +14,065 shares

   0.81% of the 13F portfolio, value $1,916,331.

   13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 23,725 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,207,128.

   13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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