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Disclosery

WT Wealth Management: JAAA position timeline

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

WT Wealth Management held 199,701 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,701 shares
    Change vs previous 13F -8,176 shares

    2.79% of the 13F portfolio, value $10,082,897.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 207,877 shares
    Change vs previous 13F -18,234 shares

    3.11% of the 13F portfolio, value $10,470,767.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 226,111 shares
    Change vs previous 13F -22,292 shares

    3.29% of the 13F portfolio, value $11,436,701.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 248,403 shares
    Change vs previous 13F -7,684 shares

    3.63% of the 13F portfolio, value $12,613,880.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 256,087 shares
    Change vs previous 13F -1,040 shares

    3.85% of the 13F portfolio, value $12,996,422.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 257,127 shares
    Change vs previous 13F +101,182 shares

    4.24% of the 13F portfolio, value $13,038,920.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 155,945 shares
    Change vs previous 13F -732 shares

    2.48% of the 13F portfolio, value $7,907,984.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 156,677 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $7,959,213.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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