Skip to content
Disclosery

Advisors Asset Management, Inc.: AVT position timeline

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

Advisors Asset Management, Inc. held 77,603 AVT 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 77,603 shares
    Change vs previous 13F -10,884 shares

    0.11% of the 13F portfolio, value $6,892,698.

    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 88,487 shares
    Change vs previous 13F +19,053 shares

    0.09% of the 13F portfolio, value $5,452,569.

    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 69,434 shares
    Change vs previous 13F +29,977 shares

    0.06% of the 13F portfolio, value $3,338,387.

    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 39,457 shares
    Change vs previous 13F +8,547 shares

    0.04% of the 13F portfolio, value $2,062,812.

    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 30,910 shares
    Change vs previous 13F +15,433 shares

    0.03% of the 13F portfolio, value $1,640,703.

    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 15,477 shares
    Change vs previous 13F +1,389 shares

    0.01% of the 13F portfolio, value $744,289.

    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 14,088 shares
    Change vs previous 13F -2,111 shares

    0.01% of the 13F portfolio, value $737,084.

    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 16,199 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $879,768.

    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).