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Advisors Asset Management, Inc.: BE position timeline

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

Advisors Asset Management, Inc. held 52,205 BE 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 52,205 shares
    Change vs previous 13F -26,961 shares

    0.24% of the 13F portfolio, value $15,802,454.

    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 79,166 shares
    Change vs previous 13F -5,227 shares

    0.18% of the 13F portfolio, value $10,726,201.

    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 84,393 shares
    Change vs previous 13F +1,137 shares

    0.12% of the 13F portfolio, value $7,332,908.

    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 83,256 shares
    Change vs previous 13F -1,924 shares

    0.12% of the 13F portfolio, value $7,040,960.

    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 85,180 shares
    Change vs previous 13F -1,485 shares

    0.04% of the 13F portfolio, value $2,037,506.

    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 86,665 shares
    Change vs previous 13F +26,077 shares

    0.03% of the 13F portfolio, value $1,703,834.

    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 60,588 shares
    Change vs previous 13F +6,448 shares

    0.02% of the 13F portfolio, value $1,345,659.

    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 54,140 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $571,718.

    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).