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Advisors Asset Management, Inc.: ACV position timeline

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

Advisors Asset Management, Inc. held 340,120 ACV 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 340,120 shares
    Change vs previous 13F +73,538 shares

    0.15% of the 13F portfolio, value $9,639,001.

    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 266,582 shares
    Change vs previous 13F +43,604 shares

    0.11% of the 13F portfolio, value $6,477,943.

    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 222,978 shares
    Change vs previous 13F +26,251 shares

    0.1% of the 13F portfolio, value $5,862,092.

    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 196,727 shares
    Change vs previous 13F -35,406 shares

    0.08% of the 13F portfolio, value $4,741,121.

    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 232,133 shares
    Change vs previous 13F +50,027 shares

    0.1% of the 13F portfolio, value $5,313,524.

    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 182,106 shares
    Change vs previous 13F -36,796 shares

    0.07% of the 13F portfolio, value $3,642,120.

    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 218,902 shares
    Change vs previous 13F -26,992 shares

    0.09% of the 13F portfolio, value $4,804,899.

    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 245,894 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,276,885.

    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).