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Advisors Asset Management, Inc.: LDP position timeline

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

Advisors Asset Management, Inc. held 181,455 LDP 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 181,455 shares
    Change vs previous 13F +98,449 shares

    0.06% of the 13F portfolio, value $3,839,588.

    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 83,006 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,657,630.

    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).