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Three Cord True Wealth Management, LLC: JAAA position timeline

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

Three Cord True Wealth Management, LLC held 394,992 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 394,992 shares
    Change vs previous 13F +9,521 shares

    9.49% of the 13F portfolio, value $19,943,135.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth Management, 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 385,471 shares
    Change vs previous 13F +15,201 shares

    10.79% of the 13F portfolio, value $19,416,175.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth Management, 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 370,270 shares
    Change vs previous 13F +41,632 shares

    10.89% of the 13F portfolio, value $18,728,250.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth Management, 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 328,638 shares
    Change vs previous 13F +11,371 shares

    11.29% of the 13F portfolio, value $16,688,246.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth Management, 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/A 317,267 shares
    Change vs previous 13F +4,311 shares

    12.02% of the 13F portfolio, value $16,101,379.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth Management, 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 312,956 shares
    Change vs previous 13F +11,620 shares

    13.61% of the 13F portfolio, value $15,869,989.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth Management, 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 301,336 shares
    Change vs previous 13F not available

    13.22% of the 13F portfolio, value $15,280,719.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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