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Advisors Asset Management, Inc.: BMI position timeline

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

Advisors Asset Management, Inc. held 10,904 BMI 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 10,904 shares
    Change vs previous 13F -4,040 shares

    0.02% of the 13F portfolio, value $1,617,936.

    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 14,944 shares
    Change vs previous 13F -7,479 shares

    0.04% of the 13F portfolio, value $2,276,718.

    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 22,423 shares
    Change vs previous 13F -3,365 shares

    0.07% of the 13F portfolio, value $3,910,795.

    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 25,788 shares
    Change vs previous 13F -935 shares

    0.08% of the 13F portfolio, value $4,605,221.

    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 26,723 shares
    Change vs previous 13F -927 shares

    0.12% of the 13F portfolio, value $6,545,799.

    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 27,650 shares
    Change vs previous 13F -939 shares

    0.1% of the 13F portfolio, value $5,260,413.

    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 28,589 shares
    Change vs previous 13F +5,955 shares

    0.11% of the 13F portfolio, value $6,064,299.

    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 22,634 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,943,492.

    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).