Skip to content
Disclosery

Advisors Asset Management, Inc.: KB position timeline

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

Advisors Asset Management, Inc. held 28,888 KB 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 28,888 shares
    Change vs previous 13F +672 shares

    0.05% of the 13F portfolio, value $3,032,084.

    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 28,216 shares
    Change vs previous 13F +6,925 shares

    0.05% of the 13F portfolio, value $2,813,982.

    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 21,291 shares
    Change vs previous 13F +1,986 shares

    0.03% of the 13F portfolio, value $1,831,878.

    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 19,305 shares
    Change vs previous 13F +4,509 shares

    0.03% of the 13F portfolio, value $1,600,578.

    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 14,796 shares
    Change vs previous 13F +726 shares

    0.02% of the 13F portfolio, value $1,222,002.

    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 14,070 shares
    Change vs previous 13F -1,542 shares

    0.01% of the 13F portfolio, value $761,328.

    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 15,612 shares
    Change vs previous 13F +780 shares

    0.02% of the 13F portfolio, value $888,323.

    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 14,832 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $915,876.

    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).