Advisors Asset Management, Inc.: DY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on DY, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 31,944 DY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 31,944 sharesChange vs previous 13F +1,389 shares
0.25% of the 13F portfolio, value $16,150,567.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,555 sharesChange vs previous 13F +2,183 shares
0.17% of the 13F portfolio, value $10,352,645.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 28,372 sharesChange vs previous 13F -5,419 shares
0.16% of the 13F portfolio, value $9,586,899.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 33,791 sharesChange vs previous 13F -6,044 shares
0.17% of the 13F portfolio, value $9,858,862.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 39,835 sharesChange vs previous 13F -3,845 shares
0.17% of the 13F portfolio, value $9,735,276.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 43,680 sharesChange vs previous 13F +1,922 shares
0.13% of the 13F portfolio, value $6,654,211.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 41,758 sharesChange vs previous 13F +3,847 shares
0.13% of the 13F portfolio, value $7,268,397.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 37,911 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $7,472,258.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).