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Advisors Asset Management, Inc.: MSM position timeline

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

Advisors Asset Management, Inc. held 22,433 MSM 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 22,433 shares
    Change vs previous 13F -24,460 shares

    0.04% of the 13F portfolio, value $2,668,405.

    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 46,893 shares
    Change vs previous 13F -20,767 shares

    0.07% of the 13F portfolio, value $4,326,817.

    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 67,660 shares
    Change vs previous 13F -24,644 shares

    0.1% of the 13F portfolio, value $5,690,206.

    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 92,304 shares
    Change vs previous 13F +675 shares

    0.14% of the 13F portfolio, value $8,504,891.

    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 91,629 shares
    Change vs previous 13F +12,130 shares

    0.14% of the 13F portfolio, value $7,790,298.

    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 79,499 shares
    Change vs previous 13F +31,671 shares

    0.12% of the 13F portfolio, value $6,174,687.

    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 47,828 shares
    Change vs previous 13F +30,797 shares

    0.07% of the 13F portfolio, value $3,572,273.

    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 17,031 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,465,688.

    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).