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Advisors Asset Management, Inc.: AMZA position timeline

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

Advisors Asset Management, Inc. held 176,626 AMZA 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 176,626 shares
    Change vs previous 13F +5,778 shares

    0.12% of the 13F portfolio, value $8,158,479.

    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 170,848 shares
    Change vs previous 13F +16,151 shares

    0.13% of the 13F portfolio, value $7,874,384.

    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 154,697 shares
    Change vs previous 13F +11,845 shares

    0.1% of the 13F portfolio, value $6,112,078.

    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 142,852 shares
    Change vs previous 13F +38,026 shares

    0.1% of the 13F portfolio, value $5,739,793.

    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 104,826 shares
    Change vs previous 13F +27,225 shares

    0.08% of the 13F portfolio, value $4,543,966.

    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 77,601 shares
    Change vs previous 13F +39,398 shares

    0.07% of the 13F portfolio, value $3,686,824.

    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 38,203 shares
    Change vs previous 13F +36,614 shares

    0.03% of the 13F portfolio, value $1,634,324.

    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 1,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,497.

    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).