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Advisors Asset Management, Inc.: IQI position timeline

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

Advisors Asset Management, Inc. held 366,243 IQI 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 366,243 shares
    Change vs previous 13F +118,639 shares

    0.06% of the 13F portfolio, value $3,706,379.

    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 247,604 shares
    Change vs previous 13F -601 shares

    0.04% of the 13F portfolio, value $2,381,950.

    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 248,205 shares
    Change vs previous 13F +8,340 shares

    0.04% of the 13F portfolio, value $2,472,122.

    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 239,865 shares
    Change vs previous 13F +122,849 shares

    0.04% of the 13F portfolio, value $2,362,670.

    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 117,016 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,097,610.

    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).