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Advisors Asset Management, Inc.: BMO position timeline

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

Advisors Asset Management, Inc. held 9,864 BMO 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 9,864 shares
    Change vs previous 13F +1,233 shares

    0.03% of the 13F portfolio, value $1,742,969.

    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 8,631 shares
    Change vs previous 13F +2,218 shares

    0.02% of the 13F portfolio, value $1,168,120.

    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 6,413 shares
    Change vs previous 13F -2,177 shares

    0.01% of the 13F portfolio, value $832,343.

    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 8,590 shares
    Change vs previous 13F -306 shares

    0.02% of the 13F portfolio, value $1,118,848.

    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 8,896 shares
    Change vs previous 13F -2,252 shares

    0.02% of the 13F portfolio, value $984,164.

    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 11,148 shares
    Change vs previous 13F +1,370 shares

    0.02% of the 13F portfolio, value $1,064,745.

    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 9,778 shares
    Change vs previous 13F -1,515 shares

    0.02% of the 13F portfolio, value $948,955.

    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 11,293 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,018,629.

    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).