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Advisors Asset Management, Inc.: CHRD position timeline

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

Advisors Asset Management, Inc. held 65,037 CHRD 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 65,037 shares
    Change vs previous 13F -11,638 shares

    0.11% of the 13F portfolio, value $7,433,729.

    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 76,675 shares
    Change vs previous 13F -159 shares

    0.18% of the 13F portfolio, value $10,901,652.

    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 76,834 shares
    Change vs previous 13F -6,031 shares

    0.12% of the 13F portfolio, value $7,122,512.

    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 82,865 shares
    Change vs previous 13F +7,255 shares

    0.14% of the 13F portfolio, value $8,234,295.

    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 75,610 shares
    Change vs previous 13F +20,161 shares

    0.13% of the 13F portfolio, value $7,322,829.

    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 55,449 shares
    Change vs previous 13F +21,676 shares

    0.12% of the 13F portfolio, value $6,250,211.

    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 33,773 shares
    Change vs previous 13F +20,114 shares

    0.07% of the 13F portfolio, value $3,948,739.

    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 13,659 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,778,812.

    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).