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Advisors Asset Management, Inc.: HD position timeline

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

Advisors Asset Management, Inc. held 97,906 HD 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 97,906 shares
    Change vs previous 13F +11,522 shares

    0.53% of the 13F portfolio, value $34,529,488.

    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 86,384 shares
    Change vs previous 13F +6,342 shares

    0.47% of the 13F portfolio, value $28,410,834.

    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 80,042 shares
    Change vs previous 13F -3,128 shares

    0.46% of the 13F portfolio, value $27,542,452.

    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 83,170 shares
    Change vs previous 13F -6,889 shares

    0.57% of the 13F portfolio, value $33,699,652.

    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 90,059 shares
    Change vs previous 13F -590 shares

    0.59% of the 13F portfolio, value $33,019,232.

    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 90,649 shares
    Change vs previous 13F +1,691 shares

    0.62% of the 13F portfolio, value $33,221,952.

    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 88,958 shares
    Change vs previous 13F -1,382 shares

    0.64% of the 13F portfolio, value $34,603,772.

    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 90,340 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $36,605,768.

    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).