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Advisors Asset Management, Inc.: META position timeline

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

Advisors Asset Management, Inc. held 155,324 META 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 155,324 shares
    Change vs previous 13F +3,516 shares

    1.33% of the 13F portfolio, value $87,492,456.

    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 151,808 shares
    Change vs previous 13F -2,643 shares

    1.44% of the 13F portfolio, value $86,853,911.

    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 154,451 shares
    Change vs previous 13F -973 shares

    1.71% of the 13F portfolio, value $101,951,561.

    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 155,424 shares
    Change vs previous 13F +979 shares

    1.94% of the 13F portfolio, value $114,140,277.

    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 154,445 shares
    Change vs previous 13F -4,946 shares

    2.04% of the 13F portfolio, value $113,994,310.

    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 159,391 shares
    Change vs previous 13F -2,959 shares

    1.73% of the 13F portfolio, value $91,866,597.

    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 162,350 shares
    Change vs previous 13F -12,470 shares

    1.75% of the 13F portfolio, value $95,057,549.

    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 174,820 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $100,073,961.

    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).