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Advisors Asset Management, Inc.: NTR position timeline

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

Advisors Asset Management, Inc. held 116,334 NTR 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 116,334 shares
    Change vs previous 13F +15,069 shares

    0.11% of the 13F portfolio, value $7,323,225.

    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 101,265 shares
    Change vs previous 13F +16,147 shares

    0.13% of the 13F portfolio, value $7,641,457.

    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 85,118 shares
    Change vs previous 13F +15,424 shares

    0.09% of the 13F portfolio, value $5,253,483.

    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 69,694 shares
    Change vs previous 13F +143 shares

    0.07% of the 13F portfolio, value $4,091,735.

    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 69,551 shares
    Change vs previous 13F +11,704 shares

    0.07% of the 13F portfolio, value $4,050,650.

    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 57,847 shares
    Change vs previous 13F +11,129 shares

    0.05% of the 13F portfolio, value $2,873,260.

    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 46,718 shares
    Change vs previous 13F +6,032 shares

    0.04% of the 13F portfolio, value $2,090,631.

    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 40,686 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,955,369.

    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).