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Advisors Asset Management, Inc.: BCAT position timeline

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

Advisors Asset Management, Inc. held 384,286 BCAT 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 384,286 shares
    Change vs previous 13F +23,021 shares

    0.09% of the 13F portfolio, value $6,121,676.

    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 361,265 shares
    Change vs previous 13F +6,474 shares

    0.08% of the 13F portfolio, value $5,104,674.

    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 354,791 shares
    Change vs previous 13F +15,459 shares

    0.08% of the 13F portfolio, value $5,023,841.

    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 339,332 shares
    Change vs previous 13F +45,913 shares

    0.09% of the 13F portfolio, value $5,018,720.

    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 293,419 shares
    Change vs previous 13F +55,167 shares

    0.08% of the 13F portfolio, value $4,442,364.

    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 238,252 shares
    Change vs previous 13F +45,925 shares

    0.06% of the 13F portfolio, value $3,430,829.

    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 192,327 shares
    Change vs previous 13F +6,025 shares

    0.05% of the 13F portfolio, value $2,913,754.

    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 186,302 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,064,668.

    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).