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Disclosery

Beckerman Institutional, LLC: NFJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beckerman Institutional, LLC on NFJ, newest first. How the timeline and the estimate are built.

Beckerman Institutional, LLC held 54,945 NFJ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,945 shares
    Change vs previous 13F -484 shares

    0.4% of the 13F portfolio, value $834,614.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, LLC
    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 55,429 shares
    Change vs previous 13F -414 shares

    0.37% of the 13F portfolio, value $698,962.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, LLC
    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 55,843 shares
    Change vs previous 13F -312 shares

    0.4% of the 13F portfolio, value $719,819.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, LLC
    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 56,155 shares
    Change vs previous 13F -1,915 shares

    0.43% of the 13F portfolio, value $730,579.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, LLC
    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 58,070 shares
    Change vs previous 13F -1,007 shares

    0.48% of the 13F portfolio, value $720,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, LLC
    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 59,077 shares
    Change vs previous 13F +964 shares

    0.52% of the 13F portfolio, value $717,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, LLC
    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 58,113 shares
    Change vs previous 13F +626 shares

    0.59% of the 13F portfolio, value $734,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, LLC
    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 57,487 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $750,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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