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Advisors Asset Management, Inc.: EIM position timeline

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

Advisors Asset Management, Inc. held 833,716 EIM 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 833,716 shares
    Change vs previous 13F +84,542 shares

    0.13% of the 13F portfolio, value $8,303,811.

    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 749,174 shares
    Change vs previous 13F -8,940 shares

    0.12% of the 13F portfolio, value $7,319,430.

    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 758,114 shares
    Change vs previous 13F +180,772 shares

    0.12% of the 13F portfolio, value $7,376,449.

    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 577,342 shares
    Change vs previous 13F +104,277 shares

    0.1% of the 13F portfolio, value $5,738,779.

    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 473,065 shares
    Change vs previous 13F +6,470 shares

    0.08% of the 13F portfolio, value $4,574,539.

    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 466,595 shares
    Change vs previous 13F +6,331 shares

    0.09% of the 13F portfolio, value $4,651,952.

    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 460,264 shares
    Change vs previous 13F +86,122 shares

    0.09% of the 13F portfolio, value $4,768,335.

    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 374,142 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,025,768.

    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).