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Advisors Asset Management, Inc.: CPZ position timeline

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

Advisors Asset Management, Inc. held 122,651 CPZ 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 122,651 shares
    Change vs previous 13F -69,888 shares

    0.02% of the 13F portfolio, value $1,604,275.

    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 192,539 shares
    Change vs previous 13F -147,709 shares

    0.04% of the 13F portfolio, value $2,612,754.

    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 340,248 shares
    Change vs previous 13F -60,910 shares

    0.08% of the 13F portfolio, value $4,974,426.

    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 401,158 shares
    Change vs previous 13F -94,878 shares

    0.11% of the 13F portfolio, value $6,498,760.

    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 496,036 shares
    Change vs previous 13F -3,267 shares

    0.14% of the 13F portfolio, value $8,050,664.

    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 499,303 shares
    Change vs previous 13F +12,530 shares

    0.15% of the 13F portfolio, value $7,769,155.

    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 486,773 shares
    Change vs previous 13F +94,945 shares

    0.13% of the 13F portfolio, value $7,218,844.

    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 391,828 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,147,781.

    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).