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TPG Financial Advisors, LLC: JAAA position timeline

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

TPG Financial Advisors, LLC held 197,305 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,305 shares
    Change vs previous 13F -51,082 shares

    2.98% of the 13F portfolio, value $9,961,929.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 248,387 shares
    Change vs previous 13F +19,577 shares

    4.07% of the 13F portfolio, value $12,511,253.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 228,810 shares
    Change vs previous 13F +56,138 shares

    3.86% of the 13F portfolio, value $11,573,210.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 172,672 shares
    Change vs previous 13F +15,918 shares

    3.27% of the 13F portfolio, value $8,768,284.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 156,754 shares
    Change vs previous 13F +53,759 shares

    3.18% of the 13F portfolio, value $7,955,266.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 102,995 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,222,876.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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