Advisors Asset Management, Inc.: AU position timeline

Advisors Asset Management, Inc. held 21,292 AU 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 21,292 shares

   Change vs previous 13F +3,839 shares

   0.03% of the 13F portfolio, value $1,722,310.

   13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 17,453 shares

   Change vs previous 13F +1,384 shares

   0.03% of the 13F portfolio, value $1,699,224.

   13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F/A 16,069 shares

   Change vs previous 13F +4,680 shares

   0.02% of the 13F portfolio, value $1,370,364.

   13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
   Filed 2026-08-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 11,389 shares

   Change vs previous 13F +9,879 shares

   0.01% of the 13F portfolio, value $800,988.

   13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 1,510 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $68,811.

   13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
   Filed 2026-08-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).