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Advisors Asset Management, Inc.: IOT position timeline

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

Advisors Asset Management, Inc. held 36,648 IOT 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 36,648 shares
    Change vs previous 13F +294 shares

    0.02% of the 13F portfolio, value $1,188,495.

    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 36,354 shares
    Change vs previous 13F +3,789 shares

    0.02% of the 13F portfolio, value $1,152,058.

    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 32,565 shares
    Change vs previous 13F +16,736 shares

    0.02% of the 13F portfolio, value $1,154,429.

    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 15,829 shares
    Change vs previous 13F +8,903 shares

    0.01% of the 13F portfolio, value $589,630.

    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 6,926 shares
    Change vs previous 13F +3,904 shares

    <0.01% of the 13F portfolio, value $275,516.

    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 3,022 shares
    Change vs previous 13F +351 shares

    <0.01% of the 13F portfolio, value $115,833.

    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 2,671 shares
    Change vs previous 13F -265 shares

    <0.01% of the 13F portfolio, value $116,696.

    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 2,936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $141,280.

    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).