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Disclosery

Advisors Asset Management, Inc.: ERIC position timeline

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

Advisors Asset Management, Inc. held 66,637 ERIC 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 66,637 shares
    Change vs previous 13F +7,880 shares

    0.01% of the 13F portfolio, value $743,003.

    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 58,757 shares
    Change vs previous 13F -20,647 shares

    0.01% of the 13F portfolio, value $662,191.

    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 79,404 shares
    Change vs previous 13F -39,024 shares

    0.01% of the 13F portfolio, value $766,249.

    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 118,428 shares
    Change vs previous 13F -17,640 shares

    0.02% of the 13F portfolio, value $979,400.

    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 136,068 shares
    Change vs previous 13F -28,612 shares

    0.02% of the 13F portfolio, value $1,153,857.

    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 164,680 shares
    Change vs previous 13F -11,334 shares

    0.02% of the 13F portfolio, value $1,277,917.

    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 176,014 shares
    Change vs previous 13F -6,597 shares

    0.03% of the 13F portfolio, value $1,418,673.

    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 182,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,384,191.

    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).