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Advisors Asset Management, Inc.: CW position timeline

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

Advisors Asset Management, Inc. held 18,060 CW 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 18,060 shares
    Change vs previous 13F -1,190 shares

    0.21% of the 13F portfolio, value $13,685,146.

    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 19,250 shares
    Change vs previous 13F -342 shares

    0.22% of the 13F portfolio, value $13,111,560.

    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 19,592 shares
    Change vs previous 13F +878 shares

    0.18% of the 13F portfolio, value $10,800,482.

    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 18,714 shares
    Change vs previous 13F -64 shares

    0.17% of the 13F portfolio, value $10,160,579.

    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 18,778 shares
    Change vs previous 13F +2,051 shares

    0.16% of the 13F portfolio, value $9,173,992.

    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 16,727 shares
    Change vs previous 13F +2,002 shares

    0.1% of the 13F portfolio, value $5,306,975.

    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 14,725 shares
    Change vs previous 13F +218 shares

    0.1% of the 13F portfolio, value $5,225,461.

    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 14,507 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,768,306.

    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).