Skip to content
Disclosery

Advisors Asset Management, Inc.: IX position timeline

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

Advisors Asset Management, Inc. held 60,348 IX 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 60,348 shares
    Change vs previous 13F +3,442 shares

    0.04% of the 13F portfolio, value $2,295,638.

    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 56,906 shares
    Change vs previous 13F +6,434 shares

    0.03% of the 13F portfolio, value $1,706,611.

    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 50,472 shares
    Change vs previous 13F +4,267 shares

    0.02% of the 13F portfolio, value $1,474,792.

    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 46,205 shares
    Change vs previous 13F +2,009 shares

    0.02% of the 13F portfolio, value $1,206,875.

    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 44,196 shares
    Change vs previous 13F +4,749 shares

    0.02% of the 13F portfolio, value $995,294.

    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 39,447 shares
    Change vs previous 13F +31,775 shares

    0.02% of the 13F portfolio, value $824,048.

    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 7,672 shares
    Change vs previous 13F +198 shares

    0.02% of the 13F portfolio, value $814,997.

    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 7,474 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $867,358.

    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).