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Tripletail Wealth Management, LLC: JBTM position timeline

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

Tripletail Wealth Management, LLC held 114,615 JBTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,615 shares
    Change vs previous 13F 0 shares

    19.23% of the 13F portfolio, value $16,714,305.

    13F-HR 0002079812-26-000003 filed by Tripletail 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 114,615 shares
    Change vs previous 13F 0 shares

    19.56% of the 13F portfolio, value $14,344,067.

    13F-HR 0002079812-26-000002 filed by Tripletail 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 114,615 shares
    Change vs previous 13F -30,000 shares

    21.87% of the 13F portfolio, value $17,269,042.

    13F-HR 0002079812-26-000001 filed by Tripletail 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 144,615 shares
    Change vs previous 13F 0 shares

    25.08% of the 13F portfolio, value $21,205,809.

    13F-HR 0002079812-25-000002 filed by Tripletail 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 144,615 shares
    Change vs previous 13F not available

    28.18% of the 13F portfolio, value $19,737,055.

    13F-HR 0001667731-25-001116 filed by Tripletail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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