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Advisors Asset Management, Inc.: J position timeline

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

Advisors Asset Management, Inc. held 72,346 J 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 72,346 shares
    Change vs previous 13F +5,017 shares

    0.14% of the 13F portfolio, value $9,115,596.

    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 67,329 shares
    Change vs previous 13F +1,519 shares

    0.14% of the 13F portfolio, value $8,569,635.

    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 65,810 shares
    Change vs previous 13F +4,446 shares

    0.15% of the 13F portfolio, value $8,717,193.

    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 61,364 shares
    Change vs previous 13F -4,143 shares

    0.16% of the 13F portfolio, value $9,196,009.

    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 65,507 shares
    Change vs previous 13F -5,218 shares

    0.15% of the 13F portfolio, value $8,610,895.

    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 70,725 shares
    Change vs previous 13F -7,988 shares

    0.16% of the 13F portfolio, value $8,549,945.

    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 78,713 shares
    Change vs previous 13F -525 shares

    0.19% of the 13F portfolio, value $10,517,631.

    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 79,238 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,372,254.

    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).