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Advisors Asset Management, Inc.: OUT position timeline

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

Advisors Asset Management, Inc. held 106,741 OUT 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 106,741 shares
    Change vs previous 13F +4,179 shares

    0.05% of the 13F portfolio, value $3,496,835.

    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 102,562 shares
    Change vs previous 13F +19,621 shares

    0.05% of the 13F portfolio, value $2,717,893.

    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 82,941 shares
    Change vs previous 13F +5,705 shares

    0.03% of the 13F portfolio, value $1,998,878.

    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 77,236 shares
    Change vs previous 13F +35,429 shares

    0.02% of the 13F portfolio, value $1,414,964.

    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 41,807 shares
    Change vs previous 13F +5,499 shares

    0.01% of the 13F portfolio, value $682,290.

    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 36,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $586,011.

    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).