Advisors Asset Management, Inc.: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on MO, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 207,534 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 207,534 sharesChange vs previous 13F -45,052 shares
0.23% of the 13F portfolio, value $14,932,071.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 252,586 sharesChange vs previous 13F -16,145 shares
0.28% of the 13F portfolio, value $16,668,150.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 268,731 sharesChange vs previous 13F -15,500 shares
0.26% of the 13F portfolio, value $15,495,029.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 284,231 sharesChange vs previous 13F -1,102 shares
0.32% of the 13F portfolio, value $18,776,300.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 285,333 sharesChange vs previous 13F -14,241 shares
0.3% of the 13F portfolio, value $16,729,074.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 299,574 sharesChange vs previous 13F -11,553 shares
0.34% of the 13F portfolio, value $17,980,431.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 311,127 sharesChange vs previous 13F -4,529 shares
0.3% of the 13F portfolio, value $16,268,831.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 315,656 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $16,111,082.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).