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Advisors Asset Management, Inc.: CGBD position timeline

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

Advisors Asset Management, Inc. held 200,997 CGBD 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 200,997 shares
    Change vs previous 13F -10,325 shares

    0.03% of the 13F portfolio, value $2,116,498.

    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 211,322 shares
    Change vs previous 13F +7,597 shares

    0.04% of the 13F portfolio, value $2,311,863.

    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 203,725 shares
    Change vs previous 13F -32,442 shares

    0.04% of the 13F portfolio, value $2,544,525.

    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 236,167 shares
    Change vs previous 13F +12,310 shares

    0.05% of the 13F portfolio, value $2,952,088.

    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 223,857 shares
    Change vs previous 13F -24,491 shares

    0.05% of the 13F portfolio, value $3,062,364.

    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 248,348 shares
    Change vs previous 13F +8,378 shares

    0.08% of the 13F portfolio, value $4,018,271.

    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 239,970 shares
    Change vs previous 13F -26,012 shares

    0.08% of the 13F portfolio, value $4,302,662.

    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 265,982 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,513,715.

    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).