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Advisors Asset Management, Inc.: AVA position timeline

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

Advisors Asset Management, Inc. held 272,544 AVA 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 272,544 shares
    Change vs previous 13F -4,157 shares

    0.17% of the 13F portfolio, value $11,149,775.

    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 276,701 shares
    Change vs previous 13F -14,765 shares

    0.18% of the 13F portfolio, value $11,106,778.

    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 291,466 shares
    Change vs previous 13F -12,735 shares

    0.19% of the 13F portfolio, value $11,233,100.

    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 304,201 shares
    Change vs previous 13F -7,865 shares

    0.2% of the 13F portfolio, value $11,501,840.

    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 312,066 shares
    Change vs previous 13F -13,188 shares

    0.21% of the 13F portfolio, value $11,842,905.

    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 325,254 shares
    Change vs previous 13F +469 shares

    0.26% of the 13F portfolio, value $13,618,385.

    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 324,785 shares
    Change vs previous 13F +13,238 shares

    0.22% of the 13F portfolio, value $11,896,875.

    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 311,547 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $12,072,446.

    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).