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Advisors Asset Management, Inc.: MSCI position timeline

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

Advisors Asset Management, Inc. held 9,620 MSCI 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 9,620 shares
    Change vs previous 13F +245 shares

    0.08% of the 13F portfolio, value $5,387,585.

    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 9,375 shares
    Change vs previous 13F +885 shares

    0.08% of the 13F portfolio, value $5,053,219.

    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 8,490 shares
    Change vs previous 13F +990 shares

    0.08% of the 13F portfolio, value $4,870,968.

    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 7,500 shares
    Change vs previous 13F +1,087 shares

    0.07% of the 13F portfolio, value $4,255,575.

    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 6,413 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $3,698,634.

    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 6,348 shares
    Change vs previous 13F +1,261 shares

    0.07% of the 13F portfolio, value $3,589,794.

    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 5,087 shares
    Change vs previous 13F +1,686 shares

    0.06% of the 13F portfolio, value $3,052,251.

    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 3,401 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,982,545.

    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).