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Advisors Asset Management, Inc.: GEL position timeline

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

Advisors Asset Management, Inc. held 240,484 GEL 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 240,484 shares
    Change vs previous 13F +7,522 shares

    0.05% of the 13F portfolio, value $3,407,658.

    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 232,962 shares
    Change vs previous 13F -12,571 shares

    0.07% of the 13F portfolio, value $4,153,712.

    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 245,533 shares
    Change vs previous 13F +6,681 shares

    0.06% of the 13F portfolio, value $3,830,315.

    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 238,852 shares
    Change vs previous 13F -16,129 shares

    0.07% of the 13F portfolio, value $3,991,217.

    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 254,981 shares
    Change vs previous 13F +6,117 shares

    0.08% of the 13F portfolio, value $4,393,323.

    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 248,864 shares
    Change vs previous 13F +27,673 shares

    0.07% of the 13F portfolio, value $3,904,676.

    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 221,191 shares
    Change vs previous 13F +13,068 shares

    0.04% of the 13F portfolio, value $2,236,241.

    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 208,123 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,782,605.

    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).