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Advisors Asset Management, Inc.: BTT position timeline

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

Advisors Asset Management, Inc. held 178,185 BTT 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 178,185 shares
    Change vs previous 13F +55,189 shares

    0.06% of the 13F portfolio, value $4,053,709.

    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 122,996 shares
    Change vs previous 13F +44,367 shares

    0.05% of the 13F portfolio, value $2,792,009.

    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 78,629 shares
    Change vs previous 13F +43,482 shares

    0.03% of the 13F portfolio, value $1,794,314.

    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 35,147 shares
    Change vs previous 13F -33,457 shares

    0.01% of the 13F portfolio, value $789,402.

    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 68,604 shares
    Change vs previous 13F -40,475 shares

    0.03% of the 13F portfolio, value $1,501,742.

    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 109,079 shares
    Change vs previous 13F -34,424 shares

    0.04% of the 13F portfolio, value $2,315,747.

    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 143,503 shares
    Change vs previous 13F -3,071 shares

    0.05% of the 13F portfolio, value $2,954,727.

    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 146,574 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,168,930.

    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).