Skip to content
Disclosery

WFA of San Diego, LLC: JAAA position timeline

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

WFA of San Diego, LLC held 13,933 JAAA 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 13,933 shares
    Change vs previous 13F -17,959 shares

    0.58% of the 13F portfolio, value $704,731.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 31,892 shares
    Change vs previous 13F -976 shares

    1.29% of the 13F portfolio, value $1,606,400.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 32,868 shares
    Change vs previous 13F -1,169 shares

    1.22% of the 13F portfolio, value $1,662,463.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 34,037 shares
    Change vs previous 13F -48 shares

    1.18% of the 13F portfolio, value $1,728,399.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 34,085 shares
    Change vs previous 13F -136 shares

    1.27% of the 13F portfolio, value $1,729,814.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 34,221 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,741,166.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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