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Advisors Asset Management, Inc.: BGB position timeline

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

Advisors Asset Management, Inc. held 591,684 BGB 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 591,684 shares
    Change vs previous 13F -248,345 shares

    0.1% of the 13F portfolio, value $6,686,029.

    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 840,029 shares
    Change vs previous 13F -71,542 shares

    0.16% of the 13F portfolio, value $9,366,323.

    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 911,571 shares
    Change vs previous 13F -110,566 shares

    0.18% of the 13F portfolio, value $10,738,306.

    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 1,022,137 shares
    Change vs previous 13F +43,915 shares

    0.21% of the 13F portfolio, value $12,439,407.

    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 978,222 shares
    Change vs previous 13F +164,225 shares

    0.21% of the 13F portfolio, value $11,856,051.

    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 813,997 shares
    Change vs previous 13F +74,943 shares

    0.18% of the 13F portfolio, value $9,833,084.

    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 739,054 shares
    Change vs previous 13F +290,237 shares

    0.17% of the 13F portfolio, value $9,038,630.

    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 448,817 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,529,425.

    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).