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Advisors Asset Management, Inc.: ACM position timeline

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

Advisors Asset Management, Inc. held 69,137 ACM 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 69,137 shares
    Change vs previous 13F +15,839 shares

    0.07% of the 13F portfolio, value $4,825,763.

    13F-HR 0002000324-26-003377 filed by Advisors Asset 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 53,298 shares
    Change vs previous 13F +4,675 shares

    0.08% of the 13F portfolio, value $4,520,736.

    13F-HR 0002000324-26-001941 filed by Advisors Asset 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/A 48,623 shares
    Change vs previous 13F +1,336 shares

    0.08% of the 13F portfolio, value $4,635,231.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset 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/A 47,287 shares
    Change vs previous 13F +1,860 shares

    0.1% of the 13F portfolio, value $6,169,535.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset 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/A 45,427 shares
    Change vs previous 13F -1,861 shares

    0.09% of the 13F portfolio, value $5,126,891.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 47,288 shares
    Change vs previous 13F +2,751 shares

    0.08% of the 13F portfolio, value $4,385,016.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 44,537 shares
    Change vs previous 13F +4,147 shares

    0.09% of the 13F portfolio, value $4,757,442.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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/A 40,390 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,171,075.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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