USAdvisors Wealth Management, LLC: JAAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USAdvisors Wealth Management, LLC on JAAA, newest first. How the timeline and the estimate are built.
USAdvisors Wealth Management, LLC held 75,583 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 75,583 sharesChange vs previous 13F -3,853 shares
1.09% of the 13F portfolio, value $3,816,000.
13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 79,436 sharesChange vs previous 13F +2,061 shares
1.33% of the 13F portfolio, value $4,012,000.
13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 77,375 sharesChange vs previous 13F -1,830 shares
1.29% of the 13F portfolio, value $3,913,000.
13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 79,205 sharesChange vs previous 13F -5,766 shares
1.39% of the 13F portfolio, value $4,022,000.
13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 84,971 sharesChange vs previous 13F -643 shares
1.6% of the 13F portfolio, value $4,314,000.
13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 85,614 sharesChange vs previous 13F -6,886 shares
1.51% of the 13F portfolio, value $4,341,000.
13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 92,500 sharesChange vs previous 13F +6,831 shares
1.52% of the 13F portfolio, value $4,690,000.
13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 85,669 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $4,359,000.
13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).