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Advisors Asset Management, Inc.: BDJ position timeline

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

Advisors Asset Management, Inc. held 120,382 BDJ 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 120,382 shares
    Change vs previous 13F -175,499 shares

    0.02% of the 13F portfolio, value $1,152,056.

    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 295,881 shares
    Change vs previous 13F -304,864 shares

    0.04% of the 13F portfolio, value $2,550,494.

    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 600,745 shares
    Change vs previous 13F -132,219 shares

    0.1% of the 13F portfolio, value $5,695,063.

    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 732,964 shares
    Change vs previous 13F -312,097 shares

    0.11% of the 13F portfolio, value $6,677,302.

    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 1,045,061 shares
    Change vs previous 13F -29,172 shares

    0.17% of the 13F portfolio, value $9,290,592.

    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 1,074,233 shares
    Change vs previous 13F -10,246 shares

    0.17% of the 13F portfolio, value $9,238,404.

    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 1,084,479 shares
    Change vs previous 13F -36 shares

    0.17% of the 13F portfolio, value $8,979,486.

    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 1,084,515 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,381,055.

    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).