Advisors Asset Management, Inc.: FOUR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on FOUR, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 1,825 FOUR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,825 sharesChange vs previous 13F +597 shares
<0.01% of the 13F portfolio, value $88,768.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,228 sharesChange vs previous 13F +314 shares
<0.01% of the 13F portfolio, value $53,700.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 914 sharesChange vs previous 13F +313 shares
<0.01% of the 13F portfolio, value $57,555.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 601 sharesChange vs previous 13F +39 shares
<0.01% of the 13F portfolio, value $46,517.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 562 sharesChange vs previous 13F +128 shares
<0.01% of the 13F portfolio, value $55,700.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 434 sharesChange vs previous 13F +217 shares
<0.01% of the 13F portfolio, value $35,462.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 217 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $22,520.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 218 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $19,315.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).