Skip to content
Disclosery

Advisors Asset Management, Inc.: NU position timeline

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

Advisors Asset Management, Inc. held 134,768 NU 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 134,768 shares
    Change vs previous 13F +8,324 shares

    0.03% of the 13F portfolio, value $1,800,500.

    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 126,444 shares
    Change vs previous 13F +29,613 shares

    0.03% of the 13F portfolio, value $1,817,000.

    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 96,831 shares
    Change vs previous 13F +23,453 shares

    0.03% of the 13F portfolio, value $1,620,951.

    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 73,378 shares
    Change vs previous 13F +19,103 shares

    0.02% of the 13F portfolio, value $1,174,782.

    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 54,275 shares
    Change vs previous 13F +16,980 shares

    0.01% of the 13F portfolio, value $744,653.

    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 37,295 shares
    Change vs previous 13F +3,816 shares

    0.01% of the 13F portfolio, value $381,901.

    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 33,479 shares
    Change vs previous 13F -1,355 shares

    0.01% of the 13F portfolio, value $346,842.

    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 34,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $475,484.

    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).