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Advisors Asset Management, Inc.: MA position timeline

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

Advisors Asset Management, Inc. held 109,136 MA 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 109,136 shares
    Change vs previous 13F -3,863 shares

    0.85% of the 13F portfolio, value $56,052,250.

    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 112,999 shares
    Change vs previous 13F -3,165 shares

    0.94% of the 13F portfolio, value $56,461,080.

    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 116,164 shares
    Change vs previous 13F -937 shares

    1.11% of the 13F portfolio, value $66,315,704.

    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 117,101 shares
    Change vs previous 13F -1,590 shares

    1.13% of the 13F portfolio, value $66,608,220.

    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 118,691 shares
    Change vs previous 13F -4,641 shares

    1.19% of the 13F portfolio, value $66,697,221.

    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 123,332 shares
    Change vs previous 13F +2,013 shares

    1.27% of the 13F portfolio, value $67,600,736.

    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 121,319 shares
    Change vs previous 13F +1,198 shares

    1.18% of the 13F portfolio, value $63,882,946.

    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 120,121 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $59,315,750.

    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).