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Advisors Asset Management, Inc.: ADX position timeline

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

Advisors Asset Management, Inc. held 401,665 ADX 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 401,665 shares
    Change vs previous 13F +2,735 shares

    0.16% of the 13F portfolio, value $10,262,541.

    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 398,930 shares
    Change vs previous 13F +11,769 shares

    0.15% of the 13F portfolio, value $8,732,578.

    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 387,161 shares
    Change vs previous 13F +7,138 shares

    0.15% of the 13F portfolio, value $9,028,595.

    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 380,023 shares
    Change vs previous 13F +30,741 shares

    0.14% of the 13F portfolio, value $8,474,513.

    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 349,282 shares
    Change vs previous 13F +4,316 shares

    0.14% of the 13F portfolio, value $7,582,912.

    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 344,966 shares
    Change vs previous 13F +78,671 shares

    0.12% of the 13F portfolio, value $6,550,904.

    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 266,295 shares
    Change vs previous 13F +75,758 shares

    0.1% of the 13F portfolio, value $5,379,159.

    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 190,537 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,107,978.

    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).