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Advisors Asset Management, Inc.: CLS position timeline

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

Advisors Asset Management, Inc. held 64,678 CLS 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 64,678 shares
    Change vs previous 13F -18,180 shares

    0.36% of the 13F portfolio, value $23,594,534.

    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 82,858 shares
    Change vs previous 13F -5,062 shares

    0.39% of the 13F portfolio, value $23,339,441.

    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 87,920 shares
    Change vs previous 13F +9,209 shares

    0.44% of the 13F portfolio, value $25,990,031.

    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 78,711 shares
    Change vs previous 13F -7,870 shares

    0.33% of the 13F portfolio, value $19,392,816.

    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 86,581 shares
    Change vs previous 13F +10,849 shares

    0.24% of the 13F portfolio, value $13,516,160.

    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 75,732 shares
    Change vs previous 13F +22,842 shares

    0.11% of the 13F portfolio, value $5,968,439.

    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 52,890 shares
    Change vs previous 13F +19,989 shares

    0.09% of the 13F portfolio, value $4,881,747.

    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 32,901 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,681,899.

    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).