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Advisors Asset Management, Inc.: FMS position timeline

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

Advisors Asset Management, Inc. held 60,931 FMS 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 60,931 shares
    Change vs previous 13F -5,093 shares

    0.02% of the 13F portfolio, value $1,377,650.

    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 66,024 shares
    Change vs previous 13F +11,945 shares

    0.02% of the 13F portfolio, value $1,489,501.

    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 54,079 shares
    Change vs previous 13F +20,838 shares

    0.02% of the 13F portfolio, value $1,288,162.

    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 33,241 shares
    Change vs previous 13F +14,713 shares

    0.01% of the 13F portfolio, value $875,236.

    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 18,528 shares
    Change vs previous 13F +10,711 shares

    0.01% of the 13F portfolio, value $529,345.

    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 7,817 shares
    Change vs previous 13F +5,540 shares

    <0.01% of the 13F portfolio, value $194,643.

    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 2,277 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,551.

    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).