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Advisors Asset Management, Inc.: AVO position timeline

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

Advisors Asset Management, Inc. held 47,355 AVO 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 47,355 shares
    Change vs previous 13F -821 shares

    0.01% of the 13F portfolio, value $558,315.

    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 48,176 shares
    Change vs previous 13F -14,911 shares

    0.01% of the 13F portfolio, value $662,902.

    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 63,087 shares
    Change vs previous 13F +2,289 shares

    0.01% of the 13F portfolio, value $731,809.

    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 60,798 shares
    Change vs previous 13F +15,073 shares

    0.01% of the 13F portfolio, value $730,792.

    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 45,725 shares
    Change vs previous 13F +5,037 shares

    0.01% of the 13F portfolio, value $535,897.

    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 40,688 shares
    Change vs previous 13F +20,944 shares

    0.01% of the 13F portfolio, value $426,410.

    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 19,744 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $283,721.

    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 20,579 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,823.

    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).