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Pullen Investment Management, LLC: JAAA position timeline

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

Pullen Investment Management, LLC held 28,312 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,312 shares
    Change vs previous 13F -1,447 shares

    0.66% of the 13F portfolio, value $1,429,454.

    13F-HR 0002011668-26-000003 filed by Pullen Investment 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 29,759 shares
    Change vs previous 13F -19,556 shares

    0.75% of the 13F portfolio, value $1,498,961.

    13F-HR 0002011668-26-000002 filed by Pullen Investment 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 49,315 shares
    Change vs previous 13F +13,367 shares

    1.31% of the 13F portfolio, value $2,494,377.

    13F-HR 0002011668-26-000001 filed by Pullen Investment 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 35,948 shares
    Change vs previous 13F +5,654 shares

    0.99% of the 13F portfolio, value $1,825,421.

    13F-HR 0002011668-25-000005 filed by Pullen Investment 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 30,294 shares
    Change vs previous 13F +2,658 shares

    0.93% of the 13F portfolio, value $1,537,421.

    13F-HR 0002011668-25-000003 filed by Pullen Investment 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 27,636 shares
    Change vs previous 13F +9,270 shares

    0.89% of the 13F portfolio, value $1,401,422.

    13F-HR 0002011668-25-000002 filed by Pullen Investment 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 18,366 shares
    Change vs previous 13F -1,034 shares

    0.61% of the 13F portfolio, value $931,340.

    13F-HR 0002011668-25-000001 filed by Pullen Investment 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 19,400 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $987,072.

    13F-HR 0002011668-24-000004 filed by Pullen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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