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Advisors Asset Management, Inc.: DAR position timeline

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

Advisors Asset Management, Inc. held 36,045 DAR 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 36,045 shares
    Change vs previous 13F +3,519 shares

    0.03% of the 13F portfolio, value $1,968,778.

    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 32,526 shares
    Change vs previous 13F +2,473 shares

    0.03% of the 13F portfolio, value $2,011,733.

    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 30,053 shares
    Change vs previous 13F +702 shares

    0.02% of the 13F portfolio, value $1,081,908.

    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 29,351 shares
    Change vs previous 13F +774 shares

    0.02% of the 13F portfolio, value $906,065.

    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 28,577 shares
    Change vs previous 13F +1,759 shares

    0.02% of the 13F portfolio, value $1,084,211.

    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 26,818 shares
    Change vs previous 13F -2,231 shares

    0.02% of the 13F portfolio, value $837,794.

    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 29,049 shares
    Change vs previous 13F +5,010 shares

    0.02% of the 13F portfolio, value $978,661.

    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 24,039 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $893,289.

    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).