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Disclosery

Advisors Asset Management, Inc.: JCE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on JCE, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 54,397 JCE 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 54,397 shares
    Change vs previous 13F +23,914 shares

    0.01% of the 13F portfolio, value $889,935.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 30,483 shares
    Change vs previous 13F +30,483 shares

    0.01% of the 13F portfolio, value $450,539.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -72,024 shares

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F/A 72,024 shares
    Change vs previous 13F -32,064 shares

    0.02% of the 13F portfolio, value $1,116,372.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 104,088 shares
    Change vs previous 13F -1,643 shares

    0.03% of the 13F portfolio, value $1,518,644.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F/A 105,731 shares
    Change vs previous 13F -64,388 shares

    0.03% of the 13F portfolio, value $1,681,123.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 170,119 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,614,729.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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