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Advisors Asset Management, Inc.: IP position timeline

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

Advisors Asset Management, Inc. held 137,742 IP 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 137,742 shares
    Change vs previous 13F +54,526 shares

    0.08% of the 13F portfolio, value $5,247,970.

    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 83,216 shares
    Change vs previous 13F +39,894 shares

    0.05% of the 13F portfolio, value $2,970,811.

    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 43,322 shares
    Change vs previous 13F +17,473 shares

    0.03% of the 13F portfolio, value $1,706,454.

    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 25,849 shares
    Change vs previous 13F -8,658 shares

    0.02% of the 13F portfolio, value $1,199,394.

    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 34,507 shares
    Change vs previous 13F -62,656 shares

    0.03% of the 13F portfolio, value $1,615,963.

    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 97,163 shares
    Change vs previous 13F -68,264 shares

    0.1% of the 13F portfolio, value $5,183,646.

    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 165,427 shares
    Change vs previous 13F -61,294 shares

    0.16% of the 13F portfolio, value $8,903,281.

    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 226,721 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $11,075,321.

    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).