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Advisors Asset Management, Inc.: JRS position timeline

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

Advisors Asset Management, Inc. held 638,694 JRS 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 638,694 shares
    Change vs previous 13F -19,628 shares

    0.08% of the 13F portfolio, value $5,384,191.

    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 658,322 shares
    Change vs previous 13F -8,811 shares

    0.08% of the 13F portfolio, value $4,911,082.

    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 667,133 shares
    Change vs previous 13F +83,927 shares

    0.09% of the 13F portfolio, value $5,110,239.

    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 583,206 shares
    Change vs previous 13F -205,879 shares

    0.08% of the 13F portfolio, value $4,770,625.

    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 789,085 shares
    Change vs previous 13F -107,425 shares

    0.11% of the 13F portfolio, value $6,139,081.

    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 896,510 shares
    Change vs previous 13F +189,034 shares

    0.14% of the 13F portfolio, value $7,387,242.

    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 707,476 shares
    Change vs previous 13F +35,323 shares

    0.11% of the 13F portfolio, value $6,105,517.

    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 672,153 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,251,023.

    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).