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Advisors Asset Management, Inc.: MMU position timeline

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

Advisors Asset Management, Inc. held 810,327 MMU 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 810,327 shares
    Change vs previous 13F +122,979 shares

    0.13% of the 13F portfolio, value $8,443,607.

    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 687,348 shares
    Change vs previous 13F +94,735 shares

    0.12% of the 13F portfolio, value $7,065,937.

    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 592,613 shares
    Change vs previous 13F +176,501 shares

    0.1% of the 13F portfolio, value $6,186,880.

    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 416,112 shares
    Change vs previous 13F +111,752 shares

    0.07% of the 13F portfolio, value $4,302,598.

    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 304,360 shares
    Change vs previous 13F +102,219 shares

    0.05% of the 13F portfolio, value $3,013,164.

    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 202,141 shares
    Change vs previous 13F +58,530 shares

    0.04% of the 13F portfolio, value $2,080,031.

    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 143,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,464,832.

    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).