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Advisors Asset Management, Inc.: NFJ position timeline

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

Advisors Asset Management, Inc. held 712,432 NFJ 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 712,432 shares
    Change vs previous 13F -150,048 shares

    0.17% of the 13F portfolio, value $10,821,842.

    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 862,480 shares
    Change vs previous 13F -328,655 shares

    0.18% of the 13F portfolio, value $10,875,873.

    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 1,191,135 shares
    Change vs previous 13F -136,510 shares

    0.26% of the 13F portfolio, value $15,353,730.

    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 1,327,645 shares
    Change vs previous 13F -77,740 shares

    0.29% of the 13F portfolio, value $17,272,662.

    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 1,405,385 shares
    Change vs previous 13F +114,811 shares

    0.31% of the 13F portfolio, value $17,426,774.

    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 1,290,574 shares
    Change vs previous 13F -211,376 shares

    0.29% of the 13F portfolio, value $15,654,662.

    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 1,501,950 shares
    Change vs previous 13F -37,543 shares

    0.35% of the 13F portfolio, value $18,969,629.

    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 1,539,493 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $20,074,989.

    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).