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Advisors Asset Management, Inc.: EXP position timeline

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

Advisors Asset Management, Inc. held 32,856 EXP 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 32,856 shares
    Change vs previous 13F +2,571 shares

    0.11% of the 13F portfolio, value $7,392,600.

    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 30,285 shares
    Change vs previous 13F +1,575 shares

    0.1% of the 13F portfolio, value $5,737,493.

    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 28,710 shares
    Change vs previous 13F -1,583 shares

    0.1% of the 13F portfolio, value $5,933,783.

    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 30,293 shares
    Change vs previous 13F +1,038 shares

    0.12% of the 13F portfolio, value $7,059,481.

    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 29,255 shares
    Change vs previous 13F -936 shares

    0.11% of the 13F portfolio, value $5,912,728.

    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 30,191 shares
    Change vs previous 13F -3,792 shares

    0.13% of the 13F portfolio, value $6,700,289.

    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 33,983 shares
    Change vs previous 13F -1,732 shares

    0.15% of the 13F portfolio, value $8,385,645.

    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 35,715 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,273,420.

    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).