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Advisors Asset Management, Inc.: GIS position timeline

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

Advisors Asset Management, Inc. held 146,334 GIS 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 146,334 shares
    Change vs previous 13F +32,950 shares

    0.08% of the 13F portfolio, value $5,092,423.

    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 113,384 shares
    Change vs previous 13F +2,850 shares

    0.07% of the 13F portfolio, value $4,220,152.

    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 110,534 shares
    Change vs previous 13F -13,207 shares

    0.09% of the 13F portfolio, value $5,139,831.

    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 123,741 shares
    Change vs previous 13F +11,600 shares

    0.11% of the 13F portfolio, value $6,239,021.

    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 112,141 shares
    Change vs previous 13F -6,403 shares

    0.1% of the 13F portfolio, value $5,810,025.

    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 118,544 shares
    Change vs previous 13F -1,155 shares

    0.13% of the 13F portfolio, value $7,087,746.

    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 119,699 shares
    Change vs previous 13F +1,263 shares

    0.14% of the 13F portfolio, value $7,633,205.

    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 118,436 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,746,499.

    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).