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Advisors Asset Management, Inc.: DOW position timeline

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

Advisors Asset Management, Inc. held 429,398 DOW 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 429,398 shares
    Change vs previous 13F +15,838 shares

    0.18% of the 13F portfolio, value $11,748,329.

    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 413,560 shares
    Change vs previous 13F +6,883 shares

    0.29% of the 13F portfolio, value $17,224,774.

    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 406,677 shares
    Change vs previous 13F -32,091 shares

    0.16% of the 13F portfolio, value $9,508,108.

    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 438,768 shares
    Change vs previous 13F -27,098 shares

    0.17% of the 13F portfolio, value $10,060,950.

    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 465,866 shares
    Change vs previous 13F -4,080 shares

    0.22% of the 13F portfolio, value $12,336,132.

    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 469,946 shares
    Change vs previous 13F -99,415 shares

    0.31% of the 13F portfolio, value $16,410,514.

    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 569,361 shares
    Change vs previous 13F -24,565 shares

    0.42% of the 13F portfolio, value $22,848,457.

    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 593,926 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $32,446,177.

    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).