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Disclosery

Advisors Asset Management, Inc.: BRW position timeline

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

Advisors Asset Management, Inc. held 296,959 BRW 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 296,959 shares
    Change vs previous 13F -1,865 shares

    0.03% of the 13F portfolio, value $1,951,021.

    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 298,824 shares
    Change vs previous 13F -1,858 shares

    0.03% of the 13F portfolio, value $2,014,074.

    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 300,682 shares
    Change vs previous 13F +2,136 shares

    0.04% of the 13F portfolio, value $2,107,781.

    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 298,546 shares
    Change vs previous 13F -18,583 shares

    0.04% of the 13F portfolio, value $2,319,702.

    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 317,129 shares
    Change vs previous 13F +95,541 shares

    0.05% of the 13F portfolio, value $2,556,060.

    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 221,588 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,719,522.

    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).