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Advisors Asset Management, Inc.: DOX position timeline

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

Advisors Asset Management, Inc. held 29,070 DOX 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 29,070 shares
    Change vs previous 13F +7,427 shares

    0.02% of the 13F portfolio, value $1,469,198.

    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 21,643 shares
    Change vs previous 13F +7,562 shares

    0.02% of the 13F portfolio, value $1,412,422.

    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 14,081 shares
    Change vs previous 13F -2,184 shares

    0.02% of the 13F portfolio, value $1,133,661.

    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 16,265 shares
    Change vs previous 13F -452 shares

    0.02% of the 13F portfolio, value $1,334,543.

    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 16,717 shares
    Change vs previous 13F -2,619 shares

    0.03% of the 13F portfolio, value $1,525,259.

    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 19,336 shares
    Change vs previous 13F -8,395 shares

    0.03% of the 13F portfolio, value $1,769,244.

    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 27,731 shares
    Change vs previous 13F -6,564 shares

    0.04% of the 13F portfolio, value $2,361,017.

    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 34,295 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,000,127.

    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).