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Advisors Asset Management, Inc.: AVY position timeline

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

Advisors Asset Management, Inc. held 29,519 AVY 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 29,519 shares
    Change vs previous 13F +1,915 shares

    0.07% of the 13F portfolio, value $4,792,410.

    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 27,604 shares
    Change vs previous 13F +3,076 shares

    0.08% of the 13F portfolio, value $4,766,659.

    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 24,528 shares
    Change vs previous 13F +3,497 shares

    0.07% of the 13F portfolio, value $4,461,153.

    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 21,031 shares
    Change vs previous 13F +3,532 shares

    0.06% of the 13F portfolio, value $3,410,597.

    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 17,499 shares
    Change vs previous 13F +1,481 shares

    0.05% of the 13F portfolio, value $3,070,550.

    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 16,018 shares
    Change vs previous 13F +2,558 shares

    0.05% of the 13F portfolio, value $2,850,723.

    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 13,460 shares
    Change vs previous 13F +1,453 shares

    0.05% of the 13F portfolio, value $2,518,770.

    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 12,007 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,650,665.

    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).