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Disclosery

RATIONAL ADVISORS, INC.: PFFD position timeline

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

RATIONAL ADVISORS, INC. held 1,262,475 PFFD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,262,475 shares
    Change vs previous 13F +12,655 shares

    2.16% of the 13F portfolio, value $23,595,658.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, 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 1,249,820 shares
    Change vs previous 13F +200,283 shares

    2.35% of the 13F portfolio, value $22,996,688.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, 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 1,049,537 shares
    Change vs previous 13F -19,673 shares

    2.03% of the 13F portfolio, value $19,846,745.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, 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 1,069,210 shares
    Change vs previous 13F -33,208 shares

    2.07% of the 13F portfolio, value $20,774,750.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, 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 1,102,418 shares
    Change vs previous 13F +8,471 shares

    2.06% of the 13F portfolio, value $20,758,531.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, 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 1,093,947 shares
    Change vs previous 13F -69,815 shares

    2.1% of the 13F portfolio, value $20,828,751.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, 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 1,163,762 shares
    Change vs previous 13F -50,723 shares

    2.22% of the 13F portfolio, value $22,704,997.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, 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 1,214,485 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $25,236,998.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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