Advisors Asset Management, Inc.: ERC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on ERC, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 480,826 ERC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 480,826 sharesChange vs previous 13F +243,067 shares
0.07% of the 13F portfolio, value $4,428,407.
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 237,759 sharesChange vs previous 13F +148,292 shares
0.04% of the 13F portfolio, value $2,142,209.
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 89,467 sharesChange vs previous 13F +89,467 shares
0.01% of the 13F portfolio, value $832,043.
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 ended2024-12-3113F/A 0 sharesChange vs previous 13F -90,094 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F/A 90,094 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $863,101.
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).