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Advisors Asset Management, Inc.: BKR position timeline

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

Advisors Asset Management, Inc. held 130,916 BKR 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 130,916 shares
    Change vs previous 13F +29,885 shares

    0.11% of the 13F portfolio, value $7,265,838.

    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 101,031 shares
    Change vs previous 13F +15,918 shares

    0.1% of the 13F portfolio, value $6,167,943.

    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 85,113 shares
    Change vs previous 13F -3,612 shares

    0.07% of the 13F portfolio, value $3,876,046.

    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 88,725 shares
    Change vs previous 13F +1,307 shares

    0.07% of the 13F portfolio, value $4,322,682.

    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 87,418 shares
    Change vs previous 13F -12,280 shares

    0.06% of the 13F portfolio, value $3,351,606.

    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 99,698 shares
    Change vs previous 13F -244 shares

    0.08% of the 13F portfolio, value $4,381,727.

    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 99,942 shares
    Change vs previous 13F +10,454 shares

    0.08% of the 13F portfolio, value $4,099,621.

    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 89,488 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,234,991.

    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).