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Advisors Asset Management, Inc.: AM position timeline

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

Advisors Asset Management, Inc. held 130,205 AM 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 130,205 shares
    Change vs previous 13F +47,799 shares

    0.05% of the 13F portfolio, value $2,962,164.

    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 82,406 shares
    Change vs previous 13F -158,520 shares

    0.03% of the 13F portfolio, value $1,878,857.

    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 240,926 shares
    Change vs previous 13F -6,325 shares

    0.07% of the 13F portfolio, value $4,286,074.

    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 247,251 shares
    Change vs previous 13F -119,245 shares

    0.08% of the 13F portfolio, value $4,806,559.

    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 366,496 shares
    Change vs previous 13F -148,524 shares

    0.12% of the 13F portfolio, value $6,945,099.

    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 515,020 shares
    Change vs previous 13F +75,633 shares

    0.17% of the 13F portfolio, value $9,270,360.

    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 439,387 shares
    Change vs previous 13F +80,459 shares

    0.12% of the 13F portfolio, value $6,630,350.

    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 358,928 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,401,866.

    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).