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Advisors Asset Management, Inc.: MDB position timeline

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

Advisors Asset Management, Inc. held 10,234 MDB 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 10,234 shares
    Change vs previous 13F +4,047 shares

    0.05% of the 13F portfolio, value $3,437,601.

    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 6,187 shares
    Change vs previous 13F +1,269 shares

    0.03% of the 13F portfolio, value $1,514,392.

    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 4,918 shares
    Change vs previous 13F +2,097 shares

    0.03% of the 13F portfolio, value $2,064,035.

    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 2,821 shares
    Change vs previous 13F +1,542 shares

    0.01% of the 13F portfolio, value $875,582.

    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 1,279 shares
    Change vs previous 13F +915 shares

    <0.01% of the 13F portfolio, value $268,577.

    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 364 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $63,846.

    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 350 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $81,484.

    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 360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,326.

    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).