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Advisors Asset Management, Inc.: NWG position timeline

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

Advisors Asset Management, Inc. held 78,222 NWG 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 78,222 shares
    Change vs previous 13F +12,262 shares

    0.02% of the 13F portfolio, value $1,379,054.

    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 65,960 shares
    Change vs previous 13F +11,215 shares

    0.02% of the 13F portfolio, value $982,804.

    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 54,745 shares
    Change vs previous 13F +5,889 shares

    0.02% of the 13F portfolio, value $958,038.

    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 48,856 shares
    Change vs previous 13F -13,030 shares

    0.01% of the 13F portfolio, value $691,312.

    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 61,886 shares
    Change vs previous 13F +2,402 shares

    0.02% of the 13F portfolio, value $875,687.

    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 59,484 shares
    Change vs previous 13F -30,330 shares

    0.01% of the 13F portfolio, value $709,049.

    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 89,814 shares
    Change vs previous 13F -2,497 shares

    0.02% of the 13F portfolio, value $913,408.

    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 92,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $864,031.

    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).