Skip to content
Disclosery

Advisors Asset Management, Inc.: AZO position timeline

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

Advisors Asset Management, Inc. held 667 AZO 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 667 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $2,131,692.

    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 738 shares
    Change vs previous 13F -423 shares

    0.04% of the 13F portfolio, value $2,492,802.

    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 1,161 shares
    Change vs previous 13F -63 shares

    0.07% of the 13F portfolio, value $3,937,532.

    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 1,224 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $5,251,254.

    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 1,174 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $4,358,158.

    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 1,203 shares
    Change vs previous 13F +215 shares

    0.09% of the 13F portfolio, value $4,586,774.

    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 988 shares
    Change vs previous 13F +329 shares

    0.06% of the 13F portfolio, value $3,163,576.

    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 659 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,075,876.

    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).