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Advisors Asset Management, Inc.: EOD position timeline

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

Advisors Asset Management, Inc. held 2,483,205 EOD 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 2,483,205 shares
    Change vs previous 13F +27,701 shares

    0.25% of the 13F portfolio, value $16,215,328.

    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 2,455,504 shares
    Change vs previous 13F -21,067 shares

    0.24% of the 13F portfolio, value $14,315,588.

    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 2,476,571 shares
    Change vs previous 13F +21,557 shares

    0.24% of the 13F portfolio, value $14,438,409.

    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 2,455,014 shares
    Change vs previous 13F +65,913 shares

    0.24% of the 13F portfolio, value $13,993,580.

    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 2,389,101 shares
    Change vs previous 13F +244,215 shares

    0.23% of the 13F portfolio, value $12,877,255.

    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 2,144,886 shares
    Change vs previous 13F +327,202 shares

    0.2% of the 13F portfolio, value $10,617,186.

    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 1,817,684 shares
    Change vs previous 13F +324,395 shares

    0.17% of the 13F portfolio, value $9,033,889.

    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 1,493,289 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,481,378.

    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).