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Advisors Asset Management, Inc.: AWR position timeline

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

Advisors Asset Management, Inc. held 26,316 AWR 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 26,316 shares
    Change vs previous 13F +2,254 shares

    0.03% of the 13F portfolio, value $2,174,491.

    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 24,062 shares
    Change vs previous 13F +8,206 shares

    0.03% of the 13F portfolio, value $1,819,568.

    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 15,856 shares
    Change vs previous 13F +2,144 shares

    0.02% of the 13F portfolio, value $1,149,243.

    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 13,712 shares
    Change vs previous 13F +2,599 shares

    0.02% of the 13F portfolio, value $1,005,364.

    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 11,113 shares
    Change vs previous 13F +1,907 shares

    0.02% of the 13F portfolio, value $851,923.

    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 9,206 shares
    Change vs previous 13F +1,620 shares

    0.01% of the 13F portfolio, value $724,328.

    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 7,586 shares
    Change vs previous 13F +1,151 shares

    0.01% of the 13F portfolio, value $589,584.

    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 6,435 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $535,971.

    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).