Skip to content
Disclosery

Advisors Asset Management, Inc.: JFR position timeline

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

Advisors Asset Management, Inc. held 1,827,295 JFR 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 1,827,295 shares
    Change vs previous 13F +274,870 shares

    0.21% of the 13F portfolio, value $14,015,353.

    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 1,552,425 shares
    Change vs previous 13F +145,634 shares

    0.19% of the 13F portfolio, value $11,674,236.

    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 ended2025-12-31
    13F/A 1,406,791 shares
    Change vs previous 13F +35,753 shares

    0.18% of the 13F portfolio, value $11,015,174.

    13F-HR/A 0001999371-26-018409 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).

  4. period ended2025-09-30
    13F/A 1,371,038 shares
    Change vs previous 13F +242,346 shares

    0.19% of the 13F portfolio, value $11,215,091.

    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).

  5. period ended2025-06-30
    13F/A 1,128,692 shares
    Change vs previous 13F +35,318 shares

    0.17% of the 13F portfolio, value $9,560,021.

    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).

  6. period ended2025-03-31
    13F/A 1,093,374 shares
    Change vs previous 13F +32,319 shares

    0.17% of the 13F portfolio, value $9,260,878.

    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).

  7. period ended2024-12-31
    13F/A 1,061,055 shares
    Change vs previous 13F +43,259 shares

    0.17% of the 13F portfolio, value $9,464,610.

    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).

  8. period ended2024-09-30
    13F/A 1,017,796 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,976,961.

    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).