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Advisors Asset Management, Inc.: ADP position timeline

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

Advisors Asset Management, Inc. held 34,939 ADP 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 34,939 shares
    Change vs previous 13F +1,403 shares

    0.12% of the 13F portfolio, value $7,824,589.

    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 33,536 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $6,813,844.

    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 33,336 shares
    Change vs previous 13F -2,975 shares

    0.14% of the 13F portfolio, value $8,575,019.

    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 36,311 shares
    Change vs previous 13F -2,849 shares

    0.18% of the 13F portfolio, value $10,657,279.

    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 39,160 shares
    Change vs previous 13F -3,168 shares

    0.22% of the 13F portfolio, value $12,076,944.

    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 42,328 shares
    Change vs previous 13F -6,203 shares

    0.24% of the 13F portfolio, value $12,932,474.

    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 48,531 shares
    Change vs previous 13F -3,493 shares

    0.26% of the 13F portfolio, value $14,206,480.

    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 52,024 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $14,396,602.

    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).