Skip to content
Disclosery

Advisors Asset Management, Inc.: D position timeline

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

Advisors Asset Management, Inc. held 148,831 D 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 148,831 shares
    Change vs previous 13F -35,008 shares

    0.15% of the 13F portfolio, value $10,163,669.

    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 183,839 shares
    Change vs previous 13F +17,540 shares

    0.19% of the 13F portfolio, value $11,364,927.

    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 166,299 shares
    Change vs previous 13F +11,834 shares

    0.16% of the 13F portfolio, value $9,743,458.

    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 154,465 shares
    Change vs previous 13F -43,932 shares

    0.16% of the 13F portfolio, value $9,448,624.

    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 198,397 shares
    Change vs previous 13F -27,550 shares

    0.2% of the 13F portfolio, value $11,213,398.

    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 225,947 shares
    Change vs previous 13F -15,564 shares

    0.24% of the 13F portfolio, value $12,668,848.

    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 241,511 shares
    Change vs previous 13F -22,474 shares

    0.24% of the 13F portfolio, value $13,007,782.

    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 263,985 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $15,255,693.

    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).