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Focus Partners Wealth: JAAA position timeline

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

Focus Partners Wealth held 9,443,123 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,443,123 shares
    Change vs previous 13F +92,341 shares

    0.49% of the 13F portfolio, value $478,343,813.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,443,123 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 9,350,782 shares
    Change vs previous 13F +1,121,898 shares

    0.47% of the 13F portfolio, value $472,546,152.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,346,524 shares
    • Focus Partners Advisor Solutions, LLC: 4,258 shares

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

  3. period ended2025-12-31
    13F 8,228,884 shares
    Change vs previous 13F +8,185,314 shares

    0.47% of the 13F portfolio, value $416,216,916.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 8,228,884 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 43,570 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $2,212,249.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,772 shares
    • Focus Partners Advisor Solutions, LLC: 10,798 shares

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

  5. period ended2025-06-30
    13F 42,896 shares
    Change vs previous 13F +436 shares

    <0.01% of the 13F portfolio, value $2,176,971.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,379 shares
    • Focus Partners Advisor Solutions, LLC: 7,517 shares

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

  6. period ended2025-03-31
    13F/A 42,460 shares
    Change vs previous 13F +18,247 shares

    <0.01% of the 13F portfolio, value $2,153,125.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,293 shares
    • Focus Partners Advisor Solutions, LLC: 7,167 shares

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

  7. period ended2024-12-31
    13F/A 24,213 shares
    Change vs previous 13F +17,656 shares

    <0.01% of the 13F portfolio, value $1,227,868.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,161 shares
    • Focus Partners Advisor Solutions, LLC: 9,052 shares

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

  8. period ended2024-09-30
    13F 6,557 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,620.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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