Skip to content
Disclosery

Advisors Asset Management, Inc.: BGR position timeline

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

Advisors Asset Management, Inc. held 231,787 BGR 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 231,787 shares
    Change vs previous 13F +18,443 shares

    0.05% of the 13F portfolio, value $3,435,083.

    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 213,344 shares
    Change vs previous 13F -12,030 shares

    0.06% of the 13F portfolio, value $3,692,985.

    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 225,374 shares
    Change vs previous 13F -39,570 shares

    0.05% of the 13F portfolio, value $3,051,564.

    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 264,944 shares
    Change vs previous 13F -800 shares

    0.06% of the 13F portfolio, value $3,595,290.

    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 265,744 shares
    Change vs previous 13F -4,924 shares

    0.06% of the 13F portfolio, value $3,523,765.

    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 270,668 shares
    Change vs previous 13F +12,169 shares

    0.07% of the 13F portfolio, value $3,675,671.

    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 258,499 shares
    Change vs previous 13F +36,677 shares

    0.06% of the 13F portfolio, value $3,259,672.

    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 221,822 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,857,067.

    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).