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Advisors Asset Management, Inc.: BR position timeline

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

Advisors Asset Management, Inc. held 41,352 BR 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 41,352 shares
    Change vs previous 13F -8,858 shares

    0.09% of the 13F portfolio, value $5,663,156.

    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 50,210 shares
    Change vs previous 13F -7,254 shares

    0.14% of the 13F portfolio, value $8,158,121.

    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 57,464 shares
    Change vs previous 13F -1,887 shares

    0.22% of the 13F portfolio, value $12,824,241.

    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 59,351 shares
    Change vs previous 13F +812 shares

    0.24% of the 13F portfolio, value $14,135,628.

    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 58,539 shares
    Change vs previous 13F -2,011 shares

    0.25% of the 13F portfolio, value $14,226,733.

    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 60,550 shares
    Change vs previous 13F -1,921 shares

    0.28% of the 13F portfolio, value $14,680,953.

    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 62,471 shares
    Change vs previous 13F -1,270 shares

    0.26% of the 13F portfolio, value $14,124,068.

    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 63,741 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,706,227.

    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).