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Advisors Asset Management, Inc.: CSQ position timeline

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

Advisors Asset Management, Inc. held 699,531 CSQ 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 699,531 shares
    Change vs previous 13F +50,453 shares

    0.22% of the 13F portfolio, value $14,382,357.

    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 649,078 shares
    Change vs previous 13F -26,942 shares

    0.18% of the 13F portfolio, value $11,112,215.

    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 676,020 shares
    Change vs previous 13F +155,309 shares

    0.22% of the 13F portfolio, value $12,979,584.

    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 520,711 shares
    Change vs previous 13F -9,436 shares

    0.17% of the 13F portfolio, value $10,044,515.

    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 530,147 shares
    Change vs previous 13F +22,793 shares

    0.17% of the 13F portfolio, value $9,669,881.

    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 507,354 shares
    Change vs previous 13F +9,024 shares

    0.15% of the 13F portfolio, value $8,208,988.

    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 498,330 shares
    Change vs previous 13F +13,441 shares

    0.16% of the 13F portfolio, value $8,825,424.

    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 484,889 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,412,824.

    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).