Skip to content
Disclosery

Advisors Asset Management, Inc.: DGX position timeline

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

Advisors Asset Management, Inc. held 7,555 DGX 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 7,555 shares
    Change vs previous 13F -4,167 shares

    0.02% of the 13F portfolio, value $1,601,282.

    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 11,722 shares
    Change vs previous 13F -374 shares

    0.04% of the 13F portfolio, value $2,297,278.

    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 12,096 shares
    Change vs previous 13F -5,446 shares

    0.04% of the 13F portfolio, value $2,099,019.

    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 17,542 shares
    Change vs previous 13F -3,678 shares

    0.06% of the 13F portfolio, value $3,343,154.

    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 21,220 shares
    Change vs previous 13F -8,079 shares

    0.07% of the 13F portfolio, value $3,811,749.

    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 29,299 shares
    Change vs previous 13F -7,953 shares

    0.09% of the 13F portfolio, value $4,957,391.

    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 37,252 shares
    Change vs previous 13F -6,718 shares

    0.1% of the 13F portfolio, value $5,619,837.

    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 43,970 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,826,343.

    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).