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Advisors Asset Management, Inc.: ES position timeline

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

Advisors Asset Management, Inc. held 102,948 ES 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 102,948 shares
    Change vs previous 13F +38,829 shares

    0.11% of the 13F portfolio, value $7,440,052.

    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 64,119 shares
    Change vs previous 13F +18,032 shares

    0.07% of the 13F portfolio, value $4,442,164.

    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 46,087 shares
    Change vs previous 13F +2,794 shares

    0.05% of the 13F portfolio, value $3,103,038.

    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 43,293 shares
    Change vs previous 13F +3,902 shares

    0.05% of the 13F portfolio, value $3,079,864.

    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 39,391 shares
    Change vs previous 13F +9,350 shares

    0.04% of the 13F portfolio, value $2,506,055.

    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 30,041 shares
    Change vs previous 13F +2,317 shares

    0.04% of the 13F portfolio, value $1,865,847.

    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 27,724 shares
    Change vs previous 13F -6,544 shares

    0.03% of the 13F portfolio, value $1,592,189.

    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 34,268 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,331,937.

    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).