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Advisors Asset Management, Inc.: ARR position timeline

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

Advisors Asset Management, Inc. held 614,733 ARR 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 614,733 shares
    Change vs previous 13F +25,965 shares

    0.16% of the 13F portfolio, value $10,727,091.

    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 588,768 shares
    Change vs previous 13F +7,681 shares

    0.16% of the 13F portfolio, value $9,820,650.

    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 581,087 shares
    Change vs previous 13F +125,853 shares

    0.17% of the 13F portfolio, value $10,279,429.

    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 455,234 shares
    Change vs previous 13F +117,497 shares

    0.12% of the 13F portfolio, value $6,801,196.

    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 337,737 shares
    Change vs previous 13F +131,326 shares

    0.1% of the 13F portfolio, value $5,677,359.

    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 206,411 shares
    Change vs previous 13F +133,408 shares

    0.07% of the 13F portfolio, value $3,529,628.

    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 73,003 shares
    Change vs previous 13F -3,846 shares

    0.03% of the 13F portfolio, value $1,376,837.

    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 76,849 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,567,720.

    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).