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Disclosery

Creative Planning: JAAA position timeline

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

Creative Planning held 69,151 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,151 shares
    Change vs previous 13F -44,561 shares

    <0.01% of the 13F portfolio, value $3,491,431.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 113,712 shares
    Change vs previous 13F +2,089 shares

    <0.01% of the 13F portfolio, value $5,727,686.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 111,623 shares
    Change vs previous 13F -28,494 shares

    <0.01% of the 13F portfolio, value $5,645,888.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 140,117 shares
    Change vs previous 13F -1,995 shares

    0.01% of the 13F portfolio, value $7,115,134.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 142,112 shares
    Change vs previous 13F -5,679 shares

    0.01% of the 13F portfolio, value $7,212,191.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 147,791 shares
    Change vs previous 13F +86,951 shares

    0.01% of the 13F portfolio, value $7,494,474.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 60,840 shares
    Change vs previous 13F +22,310 shares

    <0.01% of the 13F portfolio, value $3,085,185.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 38,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,960,390.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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