Skip to content
Disclosery

Advisors Asset Management, Inc.: K position timeline

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

Advisors Asset Management, Inc. held 0 K shares at 2025-12-31 per its 13F-HR/A filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -18,957 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 18,957 shares
    Change vs previous 13F -1,455 shares

    0.03% of the 13F portfolio, value $1,554,853.

    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).

  3. period ended2025-06-30
    13F/A 20,412 shares
    Change vs previous 13F -6,836 shares

    0.03% of the 13F portfolio, value $1,623,366.

    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).

  4. period ended2025-03-31
    13F/A 27,248 shares
    Change vs previous 13F -1,863 shares

    0.04% of the 13F portfolio, value $2,247,688.

    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).

  5. period ended2024-12-31
    13F/A 29,111 shares
    Change vs previous 13F -2,440 shares

    0.04% of the 13F portfolio, value $2,357,118.

    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).

  6. period ended2024-09-30
    13F/A 31,551 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,546,481.

    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).