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Advisors Asset Management, Inc.: CRSP position timeline

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

Advisors Asset Management, Inc. held 16,079 CRSP 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 16,079 shares
    Change vs previous 13F +10,560 shares

    0.01% of the 13F portfolio, value $876,949.

    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 5,519 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $262,539.

    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 5,705 shares
    Change vs previous 13F +1,051 shares

    0.01% of the 13F portfolio, value $299,170.

    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 4,654 shares
    Change vs previous 13F -585 shares

    0.01% of the 13F portfolio, value $301,626.

    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 5,239 shares
    Change vs previous 13F -1,646 shares

    <0.01% of the 13F portfolio, value $254,825.

    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 6,885 shares
    Change vs previous 13F -839 shares

    <0.01% of the 13F portfolio, value $234,297.

    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 7,724 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $304,017.

    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 9,669 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $454,250.

    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).