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Disclosery

Advisors Asset Management, Inc.: OTEX position timeline

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

Advisors Asset Management, Inc. held 15,404 OTEX 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 15,404 shares
    Change vs previous 13F +1,722 shares

    0.01% of the 13F portfolio, value $341,199.

    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 13,682 shares
    Change vs previous 13F -2,186 shares

    0.01% of the 13F portfolio, value $304,288.

    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 15,868 shares
    Change vs previous 13F +2,570 shares

    0.01% of the 13F portfolio, value $516,979.

    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 13,298 shares
    Change vs previous 13F -216 shares

    0.01% of the 13F portfolio, value $497,079.

    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 13,514 shares
    Change vs previous 13F +2,795 shares

    0.01% of the 13F portfolio, value $394,609.

    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 10,719 shares
    Change vs previous 13F +4,601 shares

    0.01% of the 13F portfolio, value $270,762.

    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 6,118 shares
    Change vs previous 13F +4,135 shares

    <0.01% of the 13F portfolio, value $173,262.

    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 1,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,994.

    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).