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Disclosery

Waldron Private Wealth LLC: JAAA position timeline

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

Waldron Private Wealth LLC held 536,366 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 536,366 shares
    Change vs previous 13F -3,058 shares

    0.94% of the 13F portfolio, value $27,081,113.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 539,424 shares
    Change vs previous 13F -3,065 shares

    1.06% of the 13F portfolio, value $27,170,785.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 542,489 shares
    Change vs previous 13F +55,150 shares

    1.08% of the 13F portfolio, value $27,439,110.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 487,339 shares
    Change vs previous 13F -45,862 shares

    1% of the 13F portfolio, value $24,747,085.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 533,201 shares
    Change vs previous 13F +62,853 shares

    1.18% of the 13F portfolio, value $27,059,968.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 470,348 shares
    Change vs previous 13F +221,881 shares

    1.13% of the 13F portfolio, value $23,851,353.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 248,467 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $12,599,762.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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