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Advisors Asset Management, Inc.: CMS position timeline

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

Advisors Asset Management, Inc. held 31,248 CMS 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 31,248 shares
    Change vs previous 13F +4,561 shares

    0.04% of the 13F portfolio, value $2,390,472.

    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 26,687 shares
    Change vs previous 13F +2,761 shares

    0.03% of the 13F portfolio, value $2,070,377.

    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 23,926 shares
    Change vs previous 13F +3,008 shares

    0.03% of the 13F portfolio, value $1,673,145.

    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 20,918 shares
    Change vs previous 13F +1,372 shares

    0.03% of the 13F portfolio, value $1,532,453.

    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 19,546 shares
    Change vs previous 13F +1,681 shares

    0.02% of the 13F portfolio, value $1,354,147.

    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 17,865 shares
    Change vs previous 13F -1,853 shares

    0.03% of the 13F portfolio, value $1,341,840.

    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 19,718 shares
    Change vs previous 13F -635 shares

    0.02% of the 13F portfolio, value $1,314,205.

    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 20,353 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,437,532.

    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).