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Disclosery

Pointe Capital Management LLC: NFJ position timeline

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

Pointe Capital Management LLC held 42,461 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 42,461 shares
    Change vs previous 13F -95 shares

    0.29% of the 13F portfolio, value $644,983.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management 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 42,556 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $536,631.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management 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 42,556 shares
    Change vs previous 13F -17,612 shares

    0.27% of the 13F portfolio, value $548,547.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management 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 60,168 shares
    Change vs previous 13F +351 shares

    0.38% of the 13F portfolio, value $782,792.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 59,817 shares
    Change vs previous 13F +356 shares

    0.39% of the 13F portfolio, value $741,739.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management 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 59,461 shares
    Change vs previous 13F -24,747 shares

    0.42% of the 13F portfolio, value $721,272.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management 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/A 84,208 shares
    Change vs previous 13F +2,055 shares

    0.61% of the 13F portfolio, value $1,063,553.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management 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 82,153 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,071,279.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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