Skip to content
Disclosery

Advisors Asset Management, Inc.: CALM position timeline

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

Advisors Asset Management, Inc. held 116,758 CALM 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 116,758 shares
    Change vs previous 13F +27,732 shares

    0.14% of the 13F portfolio, value $9,406,024.

    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 89,026 shares
    Change vs previous 13F +20,655 shares

    0.12% of the 13F portfolio, value $7,046,408.

    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 68,371 shares
    Change vs previous 13F +16,551 shares

    0.09% of the 13F portfolio, value $5,440,280.

    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 51,820 shares
    Change vs previous 13F +12,767 shares

    0.08% of the 13F portfolio, value $4,876,262.

    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 39,053 shares
    Change vs previous 13F +12,045 shares

    0.07% of the 13F portfolio, value $3,890,850.

    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 27,008 shares
    Change vs previous 13F -9,719 shares

    0.05% of the 13F portfolio, value $2,455,027.

    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 36,727 shares
    Change vs previous 13F +1,097 shares

    0.07% of the 13F portfolio, value $3,779,943.

    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 35,630 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,666,549.

    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).