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Disclosery

Advisors Asset Management, Inc.: BWG position timeline

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

Advisors Asset Management, Inc. held 333,628 BWG 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 333,628 shares
    Change vs previous 13F -2,247 shares

    0.04% of the 13F portfolio, value $2,649,006.

    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 335,875 shares
    Change vs previous 13F -112,966 shares

    0.04% of the 13F portfolio, value $2,576,161.

    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 448,841 shares
    Change vs previous 13F +141,580 shares

    0.06% of the 13F portfolio, value $3,756,799.

    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 307,261 shares
    Change vs previous 13F +203,511 shares

    0.05% of the 13F portfolio, value $2,667,026.

    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 103,750 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $862,163.

    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 103,847 shares
    Change vs previous 13F -39,629 shares

    0.02% of the 13F portfolio, value $867,122.

    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 143,476 shares
    Change vs previous 13F -1,011 shares

    0.02% of the 13F portfolio, value $1,147,808.

    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 144,487 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,277,265.

    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).