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Advisors Asset Management, Inc.: DSU position timeline

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

Advisors Asset Management, Inc. held 351,476 DSU 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 351,476 shares
    Change vs previous 13F -9,055 shares

    0.05% of the 13F portfolio, value $3,409,317.

    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 360,531 shares
    Change vs previous 13F -13,102 shares

    0.06% of the 13F portfolio, value $3,457,492.

    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 373,633 shares
    Change vs previous 13F -106,938 shares

    0.06% of the 13F portfolio, value $3,803,584.

    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 480,571 shares
    Change vs previous 13F +12,853 shares

    0.09% of the 13F portfolio, value $5,103,664.

    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 467,718 shares
    Change vs previous 13F -74,904 shares

    0.09% of the 13F portfolio, value $4,939,102.

    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 542,622 shares
    Change vs previous 13F -67,134 shares

    0.11% of the 13F portfolio, value $5,664,974.

    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 609,756 shares
    Change vs previous 13F -114,341 shares

    0.12% of the 13F portfolio, value $6,560,975.

    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 724,097 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,986,790.

    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).