Skip to content
Disclosery

Advisors Asset Management, Inc.: MPT position timeline

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

Advisors Asset Management, Inc. held 55,651 MPT 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 55,651 shares
    Change vs previous 13F -81,894 shares

    <0.01% of the 13F portfolio, value $257,108.

    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 137,545 shares
    Change vs previous 13F -215,176 shares

    0.01% of the 13F portfolio, value $636,833.

    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 352,721 shares
    Change vs previous 13F -136,220 shares

    0.03% of the 13F portfolio, value $1,763,605.

    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 488,941 shares
    Change vs previous 13F -137,135 shares

    0.04% of the 13F portfolio, value $2,478,931.

    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 626,076 shares
    Change vs previous 13F -471,345 shares

    0.05% of the 13F portfolio, value $2,698,388.

    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 1,097,421 shares
    Change vs previous 13F -395,755 shares

    0.12% of the 13F portfolio, value $6,617,449.

    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 1,493,176 shares
    Change vs previous 13F +125,919 shares

    0.11% of the 13F portfolio, value $5,898,045.

    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 1,367,257 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,998,453.

    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).