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Advisors Asset Management, Inc.: MLPX position timeline

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

Advisors Asset Management, Inc. held 119,986 MLPX 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 119,986 shares
    Change vs previous 13F -1,785 shares

    0.13% of the 13F portfolio, value $8,838,169.

    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 121,771 shares
    Change vs previous 13F +6,964 shares

    0.15% of the 13F portfolio, value $9,003,748.

    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 114,807 shares
    Change vs previous 13F +7,750 shares

    0.12% of the 13F portfolio, value $6,949,268.

    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 107,057 shares
    Change vs previous 13F +28,367 shares

    0.11% of the 13F portfolio, value $6,713,544.

    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 78,690 shares
    Change vs previous 13F +20,485 shares

    0.09% of the 13F portfolio, value $4,930,715.

    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 58,205 shares
    Change vs previous 13F +29,562 shares

    0.07% of the 13F portfolio, value $3,714,061.

    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 28,643 shares
    Change vs previous 13F +27,452 shares

    0.03% of the 13F portfolio, value $1,734,620.

    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 1,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,826.

    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).