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Advisors Asset Management, Inc.: FSS position timeline

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

Advisors Asset Management, Inc. held 14,334 FSS 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 14,334 shares
    Change vs previous 13F -6,345 shares

    0.03% of the 13F portfolio, value $1,841,776.

    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 20,679 shares
    Change vs previous 13F -297 shares

    0.04% of the 13F portfolio, value $2,236,227.

    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 20,976 shares
    Change vs previous 13F -4,579 shares

    0.04% of the 13F portfolio, value $2,277,784.

    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 25,555 shares
    Change vs previous 13F -151 shares

    0.05% of the 13F portfolio, value $3,040,789.

    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 25,706 shares
    Change vs previous 13F -2,860 shares

    0.05% of the 13F portfolio, value $2,735,633.

    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 28,566 shares
    Change vs previous 13F -13,492 shares

    0.04% of the 13F portfolio, value $2,101,029.

    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 42,058 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $3,885,739.

    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 42,308 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,954,106.

    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).