Skip to content
Disclosery

Advisors Asset Management, Inc.: AKR position timeline

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

Advisors Asset Management, Inc. held 100,175 AKR 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 100,175 shares
    Change vs previous 13F -1,239 shares

    0.03% of the 13F portfolio, value $2,094,659.

    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 101,414 shares
    Change vs previous 13F -19,830 shares

    0.03% of the 13F portfolio, value $1,939,036.

    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 121,244 shares
    Change vs previous 13F +5,435 shares

    0.04% of the 13F portfolio, value $2,490,352.

    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 115,809 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $2,333,551.

    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 115,628 shares
    Change vs previous 13F +1,796 shares

    0.04% of the 13F portfolio, value $2,147,212.

    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 113,832 shares
    Change vs previous 13F -9,445 shares

    0.04% of the 13F portfolio, value $2,384,780.

    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 123,277 shares
    Change vs previous 13F +6,253 shares

    0.05% of the 13F portfolio, value $2,978,372.

    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 117,024 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,747,724.

    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).