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Advisors Asset Management, Inc.: FDUS position timeline

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

Advisors Asset Management, Inc. held 99,294 FDUS 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 99,294 shares
    Change vs previous 13F -18,758 shares

    0.03% of the 13F portfolio, value $1,893,537.

    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 118,052 shares
    Change vs previous 13F +5,328 shares

    0.03% of the 13F portfolio, value $2,056,466.

    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 112,724 shares
    Change vs previous 13F -38,569 shares

    0.04% of the 13F portfolio, value $2,175,573.

    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 151,293 shares
    Change vs previous 13F -3,317 shares

    0.05% of the 13F portfolio, value $3,065,196.

    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 154,610 shares
    Change vs previous 13F -58,760 shares

    0.06% of the 13F portfolio, value $3,123,122.

    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 213,370 shares
    Change vs previous 13F +6,773 shares

    0.08% of the 13F portfolio, value $4,350,614.

    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 206,597 shares
    Change vs previous 13F -1,569 shares

    0.08% of the 13F portfolio, value $4,342,669.

    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 208,166 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,080,054.

    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).