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Advisors Asset Management, Inc.: CF position timeline

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

Advisors Asset Management, Inc. held 44,916 CF 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 44,916 shares
    Change vs previous 13F +4,830 shares

    0.07% of the 13F portfolio, value $4,862,606.

    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 40,086 shares
    Change vs previous 13F +11,217 shares

    0.09% of the 13F portfolio, value $5,204,766.

    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 28,869 shares
    Change vs previous 13F +4,136 shares

    0.04% of the 13F portfolio, value $2,232,728.

    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 24,733 shares
    Change vs previous 13F -1,014 shares

    0.04% of the 13F portfolio, value $2,218,550.

    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 25,747 shares
    Change vs previous 13F -1,791 shares

    0.04% of the 13F portfolio, value $2,368,724.

    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 27,538 shares
    Change vs previous 13F -4,731 shares

    0.04% of the 13F portfolio, value $2,152,095.

    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 32,269 shares
    Change vs previous 13F -11,128 shares

    0.05% of the 13F portfolio, value $2,753,191.

    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 43,397 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,723,463.

    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).