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Advisors Asset Management, Inc.: FINS position timeline

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

Advisors Asset Management, Inc. held 351,208 FINS 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 351,208 shares
    Change vs previous 13F -2,454 shares

    0.07% of the 13F portfolio, value $4,495,462.

    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 353,662 shares
    Change vs previous 13F -11,464 shares

    0.08% of the 13F portfolio, value $4,509,191.

    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 365,126 shares
    Change vs previous 13F -2,325 shares

    0.08% of the 13F portfolio, value $4,823,315.

    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 367,451 shares
    Change vs previous 13F +14,220 shares

    0.08% of the 13F portfolio, value $4,817,283.

    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 353,231 shares
    Change vs previous 13F +99,428 shares

    0.08% of the 13F portfolio, value $4,584,938.

    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 253,803 shares
    Change vs previous 13F +152,198 shares

    0.06% of the 13F portfolio, value $3,421,264.

    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 101,605 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,290,384.

    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).