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Advisors Asset Management, Inc.: ECF position timeline

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

Advisors Asset Management, Inc. held 402,884 ECF 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 402,884 shares
    Change vs previous 13F -2,468 shares

    0.08% of the 13F portfolio, value $5,322,098.

    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 405,352 shares
    Change vs previous 13F +11,434 shares

    0.08% of the 13F portfolio, value $4,519,675.

    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 393,918 shares
    Change vs previous 13F +166,043 shares

    0.08% of the 13F portfolio, value $4,581,266.

    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 227,875 shares
    Change vs previous 13F +57,520 shares

    0.04% of the 13F portfolio, value $2,643,350.

    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 170,355 shares
    Change vs previous 13F -91,411 shares

    0.03% of the 13F portfolio, value $1,746,139.

    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 261,766 shares
    Change vs previous 13F -107,123 shares

    0.04% of the 13F portfolio, value $2,376,835.

    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 368,889 shares
    Change vs previous 13F +140,392 shares

    0.07% of the 13F portfolio, value $3,574,534.

    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 228,497 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,054,188.

    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).