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Disclosery

Advisors Asset Management, Inc.: JMM position timeline

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

Advisors Asset Management, Inc. held 251,247 JMM 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 251,247 shares
    Change vs previous 13F -608 shares

    0.02% of the 13F portfolio, value $1,472,307.

    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 251,855 shares
    Change vs previous 13F -514 shares

    0.02% of the 13F portfolio, value $1,483,426.

    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 252,369 shares
    Change vs previous 13F +2,880 shares

    0.03% of the 13F portfolio, value $1,524,309.

    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 249,489 shares
    Change vs previous 13F +146,395 shares

    0.03% of the 13F portfolio, value $1,569,286.

    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 103,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $647,430.

    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).