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Advisors Asset Management, Inc.: ARI position timeline

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

Advisors Asset Management, Inc. held 202,204 ARI 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 202,204 shares
    Change vs previous 13F +76,423 shares

    0.03% of the 13F portfolio, value $2,159,539.

    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 125,781 shares
    Change vs previous 13F +56,655 shares

    0.02% of the 13F portfolio, value $1,328,247.

    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 69,126 shares
    Change vs previous 13F -221,594 shares

    0.01% of the 13F portfolio, value $669,140.

    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 290,720 shares
    Change vs previous 13F -174,317 shares

    0.05% of the 13F portfolio, value $2,944,994.

    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 465,037 shares
    Change vs previous 13F -49,561 shares

    0.08% of the 13F portfolio, value $4,501,558.

    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 514,598 shares
    Change vs previous 13F -37,988 shares

    0.09% of the 13F portfolio, value $4,924,703.

    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 552,586 shares
    Change vs previous 13F +84,251 shares

    0.09% of the 13F portfolio, value $4,785,395.

    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 468,335 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,303,999.

    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).