Skip to content
Disclosery

Advisors Asset Management, Inc.: AFB position timeline

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

Advisors Asset Management, Inc. held 764,003 AFB 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 764,003 shares
    Change vs previous 13F +75,933 shares

    0.13% of the 13F portfolio, value $8,717,274.

    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 688,070 shares
    Change vs previous 13F -11,826 shares

    0.12% of the 13F portfolio, value $7,355,468.

    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 699,896 shares
    Change vs previous 13F +120,546 shares

    0.13% of the 13F portfolio, value $7,572,875.

    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 579,350 shares
    Change vs previous 13F -1,183 shares

    0.11% of the 13F portfolio, value $6,285,948.

    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 580,533 shares
    Change vs previous 13F +53,744 shares

    0.11% of the 13F portfolio, value $5,985,295.

    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 526,789 shares
    Change vs previous 13F -55,067 shares

    0.11% of the 13F portfolio, value $5,720,929.

    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 581,856 shares
    Change vs previous 13F +125,619 shares

    0.12% of the 13F portfolio, value $6,324,775.

    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 456,237 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,383,597.

    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).