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Advisors Asset Management, Inc.: MTB position timeline

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

Advisors Asset Management, Inc. held 1,454 MTB 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 1,454 shares
    Change vs previous 13F -3,716 shares

    0.01% of the 13F portfolio, value $346,067.

    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 5,170 shares
    Change vs previous 13F -2,830 shares

    0.02% of the 13F portfolio, value $1,068,742.

    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 8,000 shares
    Change vs previous 13F -3,091 shares

    0.03% of the 13F portfolio, value $1,611,840.

    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 11,091 shares
    Change vs previous 13F -4,361 shares

    0.04% of the 13F portfolio, value $2,191,803.

    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 15,452 shares
    Change vs previous 13F -3,636 shares

    0.05% of the 13F portfolio, value $2,997,533.

    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 19,088 shares
    Change vs previous 13F -630 shares

    0.06% of the 13F portfolio, value $3,411,980.

    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 19,718 shares
    Change vs previous 13F -315 shares

    0.07% of the 13F portfolio, value $3,707,181.

    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 20,033 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,568,278.

    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).