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Advisors Asset Management, Inc.: ARDC position timeline

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

Advisors Asset Management, Inc. held 228,388 ARDC 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 228,388 shares
    Change vs previous 13F -96,281 shares

    0.04% of the 13F portfolio, value $2,884,540.

    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 324,669 shares
    Change vs previous 13F -14,910 shares

    0.07% of the 13F portfolio, value $3,947,975.

    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 339,579 shares
    Change vs previous 13F -81,199 shares

    0.08% of the 13F portfolio, value $4,516,401.

    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 420,778 shares
    Change vs previous 13F +46,322 shares

    0.1% of the 13F portfolio, value $5,920,346.

    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 374,456 shares
    Change vs previous 13F -31,962 shares

    0.1% of the 13F portfolio, value $5,324,764.

    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 406,418 shares
    Change vs previous 13F -3,528 shares

    0.11% of the 13F portfolio, value $5,738,622.

    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 409,946 shares
    Change vs previous 13F +11,567 shares

    0.11% of the 13F portfolio, value $6,194,284.

    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 398,379 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,087,231.

    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).