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Disclosery

Advisors Asset Management, Inc.: DRI position timeline

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

Advisors Asset Management, Inc. held 21,221 DRI 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 21,221 shares
    Change vs previous 13F +5,204 shares

    0.07% of the 13F portfolio, value $4,371,738.

    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 16,017 shares
    Change vs previous 13F -2,402 shares

    0.05% of the 13F portfolio, value $3,139,973.

    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 18,419 shares
    Change vs previous 13F +2,106 shares

    0.06% of the 13F portfolio, value $3,389,464.

    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 16,313 shares
    Change vs previous 13F +3,088 shares

    0.05% of the 13F portfolio, value $3,105,343.

    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 13,225 shares
    Change vs previous 13F +3,068 shares

    0.05% of the 13F portfolio, value $2,882,653.

    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 10,157 shares
    Change vs previous 13F -179 shares

    0.04% of the 13F portfolio, value $2,110,218.

    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 10,336 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $1,929,628.

    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 10,265 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,684,794.

    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).