THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. JFR — NUVEEN FLOATING RATE

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  ·  8 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported NUVEEN FLOATING RATE (JFR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows JFR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in NUVEEN FLOATING RATE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JFR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JFR stock page THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. fund profile THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. full holdings
How THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held JFR — position size vs. price
% of Fund (quarterly)    JFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,100 — 0% 0.01% $16K 2026-07-08 $7.62
2026 Q1 UNCHANGED — — — 2,100 — 0% 0.01% $16K 2026-04-14 $7.32
2025 Q4 ADDED — — — 2,100 +1,300 +162.5% 0.01% $16K 2026-01-20 $7.38
2025 Q3 REDUCED 90.5% -1.4% ✅ 800 -7,617 -90.5% 0.01% $7K 2025-10-07 $7.28
2025 Q2 ADDED — — — 8,417 +1,100 +15.0% 0.01% $71K 2025-07-07 $7.42
2025 Q1 UNCHANGED — — — 7,317 — 0% 0.01% $62K 2025-04-10 $6.55
2024 Q4 UNCHANGED — — — 7,317 — 0% 0.01% $65K 2025-01-14 $7.20
2024 Q3 INITIATED — — — 7,317 — — 0.02% $65K 2024-10-11 $7.19

🏢 Other funds also holding JFR

As of 2026 Q2 — sorted by position size

Congress Park Capital LLC 3Y 7Y 7.2% Seelaus Asset Management LLC 3Y 7Y 0.34% WORLD EQUITY GROUP, INC. 0.1% Camelot Portfolios, LLC 3Y 7Y 0.09% Shaker Financial Services, LLC 3Y 7Y 0.05% M.E. ALLISON & CO., INC. 0.05% Centurion Wealth Management LLC 3Y 0.04% Brick & Kyle, Associates 3Y 7Y 0.04% Shulman DeMeo Asset Management LLC 3Y 7Y 0.03% RFG Advisory, LLC 3Y 7Y 0.03%

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and JFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning JFR?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported JFR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported JFR position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for JFR was 0.02% in 2024 Q3.

What is the latest reported JFR position on this page?

The most recent filing on this page is 2026 Q2, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 2,100 shares, equal to 0.01% of portfolio, with an estimated market value of $16K.

What does the chart on this JFR ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s quarterly JFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. time their JFR position?

Based on 13F filing dates vs. subsequent JFR price moves, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on JFR relative to SPY over the holding period was -11.6%.

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