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Advisors Asset Management, Inc.: ASX position timeline

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

Advisors Asset Management, Inc. held 138,887 ASX 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 138,887 shares
    Change vs previous 13F +4,227 shares

    0.1% of the 13F portfolio, value $6,266,581.

    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 134,660 shares
    Change vs previous 13F -13,742 shares

    0.05% of the 13F portfolio, value $2,919,429.

    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 148,402 shares
    Change vs previous 13F +10,666 shares

    0.04% of the 13F portfolio, value $2,389,272.

    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 137,736 shares
    Change vs previous 13F -3,671 shares

    0.03% of the 13F portfolio, value $1,527,492.

    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 141,407 shares
    Change vs previous 13F -1,698 shares

    0.03% of the 13F portfolio, value $1,460,734.

    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 143,105 shares
    Change vs previous 13F -7,011 shares

    0.02% of the 13F portfolio, value $1,253,600.

    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 150,116 shares
    Change vs previous 13F +4,258 shares

    0.03% of the 13F portfolio, value $1,511,668.

    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 145,858 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,423,574.

    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).