Skip to content
Disclosery

ADVISORY RESEARCH INC: JBTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on JBTM, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 189,869 JBTM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,869 shares
    Change vs previous 13F +49,122 shares

    2.75% of the 13F portfolio, value $27,531,005.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 140,747 shares
    Change vs previous 13F +10,348 shares

    2.21% of the 13F portfolio, value $17,997,319.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 130,399 shares
    Change vs previous 13F -1,672 shares

    2.47% of the 13F portfolio, value $19,647,217.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 132,071 shares
    Change vs previous 13F -1,790 shares

    2.44% of the 13F portfolio, value $18,549,372.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 133,861 shares
    Change vs previous 13F -62,220 shares

    2.47% of the 13F portfolio, value $16,098,124.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 196,081 shares
    Change vs previous 13F +9,541 shares

    4.22% of the 13F portfolio, value $23,961,098.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 186,540 shares
    Change vs previous 13F +89,900 shares

    3.94% of the 13F portfolio, value $23,709,234.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 96,640 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $9,520,006.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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