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Advisors Asset Management, Inc.: BAH position timeline

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

Advisors Asset Management, Inc. held 9,550 BAH 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 9,550 shares
    Change vs previous 13F -2,929 shares

    0.01% of the 13F portfolio, value $579,399.

    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 12,479 shares
    Change vs previous 13F -5,636 shares

    0.02% of the 13F portfolio, value $973,736.

    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 18,115 shares
    Change vs previous 13F -3,087 shares

    0.03% of the 13F portfolio, value $1,528,181.

    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 21,202 shares
    Change vs previous 13F -4,419 shares

    0.04% of the 13F portfolio, value $2,119,140.

    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 25,621 shares
    Change vs previous 13F -2,431 shares

    0.05% of the 13F portfolio, value $2,667,915.

    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 28,052 shares
    Change vs previous 13F -6,899 shares

    0.06% of the 13F portfolio, value $2,933,678.

    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 34,951 shares
    Change vs previous 13F -4,634 shares

    0.08% of the 13F portfolio, value $4,498,194.

    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 39,585 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,442,855.

    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).