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Goelzer Investment Management, Inc.: JAAA position timeline

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

Goelzer Investment Management, Inc. held 123,307 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,307 shares
    Change vs previous 13F +10,688 shares

    0.27% of the 13F portfolio, value $6,225,772.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment 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 112,619 shares
    Change vs previous 13F +20,161 shares

    0.27% of the 13F portfolio, value $5,672,632.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment 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 92,458 shares
    Change vs previous 13F +8,826 shares

    0.22% of the 13F portfolio, value $4,676,530.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment 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 83,632 shares
    Change vs previous 13F +23,180 shares

    0.23% of the 13F portfolio, value $4,246,813.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment 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 60,452 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,067,939.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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