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Advisors Asset Management, Inc.: NAD position timeline

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

Advisors Asset Management, Inc. held 371,722 NAD 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 371,722 shares
    Change vs previous 13F -119,817 shares

    0.07% of the 13F portfolio, value $4,505,271.

    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 491,539 shares
    Change vs previous 13F -19,810 shares

    0.09% of the 13F portfolio, value $5,652,699.

    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 511,349 shares
    Change vs previous 13F -95,548 shares

    0.1% of the 13F portfolio, value $6,146,415.

    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 606,897 shares
    Change vs previous 13F +56,862 shares

    0.12% of the 13F portfolio, value $7,094,626.

    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 550,035 shares
    Change vs previous 13F -961 shares

    0.11% of the 13F portfolio, value $6,209,895.

    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 550,996 shares
    Change vs previous 13F +1,200 shares

    0.12% of the 13F portfolio, value $6,347,474.

    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 549,796 shares
    Change vs previous 13F +11,318 shares

    0.12% of the 13F portfolio, value $6,410,621.

    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 538,478 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,666,358.

    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).