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Advisors Asset Management, Inc.: AVK position timeline

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

Advisors Asset Management, Inc. held 777,357 AVK 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 777,357 shares
    Change vs previous 13F +86,808 shares

    0.16% of the 13F portfolio, value $10,183,377.

    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 690,549 shares
    Change vs previous 13F -98,198 shares

    0.13% of the 13F portfolio, value $7,706,527.

    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 788,747 shares
    Change vs previous 13F +49,595 shares

    0.17% of the 13F portfolio, value $9,890,887.

    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 739,152 shares
    Change vs previous 13F -66,426 shares

    0.16% of the 13F portfolio, value $9,453,754.

    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 805,578 shares
    Change vs previous 13F +144,955 shares

    0.17% of the 13F portfolio, value $9,755,550.

    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 660,623 shares
    Change vs previous 13F +58,075 shares

    0.14% of the 13F portfolio, value $7,616,983.

    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 602,548 shares
    Change vs previous 13F +109,712 shares

    0.13% of the 13F portfolio, value $7,091,990.

    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 492,836 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,785,895.

    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).