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Disclosery

Advisors Asset Management, Inc.: HBM position timeline

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

Advisors Asset Management, Inc. held 22,436 HBM 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 22,436 shares
    Change vs previous 13F -946 shares

    0.01% of the 13F portfolio, value $529,714.

    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 23,382 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $488,684.

    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 23,665 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $469,750.

    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 23,872 shares
    Change vs previous 13F -1,106 shares

    0.01% of the 13F portfolio, value $361,900.

    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 24,978 shares
    Change vs previous 13F -1,793 shares

    <0.01% of the 13F portfolio, value $265,017.

    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 26,771 shares
    Change vs previous 13F -26,607 shares

    <0.01% of the 13F portfolio, value $203,192.

    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 53,378 shares
    Change vs previous 13F -1,358 shares

    0.01% of the 13F portfolio, value $432,362.

    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 54,736 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,024.

    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).