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Advisors Asset Management, Inc.: F position timeline

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

Advisors Asset Management, Inc. held 269,375 F 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 269,375 shares
    Change vs previous 13F -125,541 shares

    0.06% of the 13F portfolio, value $3,744,313.

    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 394,916 shares
    Change vs previous 13F -193,733 shares

    0.08% of the 13F portfolio, value $4,557,331.

    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 588,649 shares
    Change vs previous 13F +21,322 shares

    0.13% of the 13F portfolio, value $7,723,075.

    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 567,327 shares
    Change vs previous 13F -75,304 shares

    0.12% of the 13F portfolio, value $6,785,231.

    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 642,631 shares
    Change vs previous 13F +1,932 shares

    0.12% of the 13F portfolio, value $6,972,546.

    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 640,699 shares
    Change vs previous 13F +225,842 shares

    0.12% of the 13F portfolio, value $6,426,211.

    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 414,857 shares
    Change vs previous 13F +123,223 shares

    0.08% of the 13F portfolio, value $4,107,084.

    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 291,634 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,079,655.

    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).