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Advisors Asset Management, Inc.: CII position timeline

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

Advisors Asset Management, Inc. held 449,226 CII 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 449,226 shares
    Change vs previous 13F -18,195 shares

    0.18% of the 13F portfolio, value $11,747,260.

    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 467,421 shares
    Change vs previous 13F +42,675 shares

    0.16% of the 13F portfolio, value $9,825,189.

    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 424,746 shares
    Change vs previous 13F +93,353 shares

    0.17% of the 13F portfolio, value $9,926,314.

    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 331,393 shares
    Change vs previous 13F +149,330 shares

    0.13% of the 13F portfolio, value $7,622,039.

    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 182,063 shares
    Change vs previous 13F +36,158 shares

    0.07% of the 13F portfolio, value $3,887,045.

    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 145,905 shares
    Change vs previous 13F +70,047 shares

    0.05% of the 13F portfolio, value $2,694,865.

    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 75,858 shares
    Change vs previous 13F +34,736 shares

    0.03% of the 13F portfolio, value $1,524,746.

    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 41,122 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $809,692.

    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).