Skip to content
Disclosery

Advisors Asset Management, Inc.: IRM position timeline

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

Advisors Asset Management, Inc. held 54,419 IRM 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 54,419 shares
    Change vs previous 13F +4,020 shares

    0.1% of the 13F portfolio, value $6,873,664.

    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 50,399 shares
    Change vs previous 13F +1,534 shares

    0.09% of the 13F portfolio, value $5,147,754.

    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 48,865 shares
    Change vs previous 13F -11,107 shares

    0.07% of the 13F portfolio, value $4,053,352.

    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 59,972 shares
    Change vs previous 13F -3,539 shares

    0.1% of the 13F portfolio, value $6,113,546.

    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 63,511 shares
    Change vs previous 13F +1,193 shares

    0.12% of the 13F portfolio, value $6,514,323.

    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 62,318 shares
    Change vs previous 13F -3,442 shares

    0.1% of the 13F portfolio, value $5,361,841.

    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 65,760 shares
    Change vs previous 13F +2,384 shares

    0.13% of the 13F portfolio, value $6,912,034.

    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 63,376 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,530,970.

    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).