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Advisors Asset Management, Inc.: PAA position timeline

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

Advisors Asset Management, Inc. held 450,960 PAA 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 450,960 shares
    Change vs previous 13F +14,331 shares

    0.15% of the 13F portfolio, value $10,038,370.

    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 436,629 shares
    Change vs previous 13F +20,914 shares

    0.16% of the 13F portfolio, value $9,749,926.

    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 415,715 shares
    Change vs previous 13F +26,890 shares

    0.13% of the 13F portfolio, value $7,466,241.

    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 388,825 shares
    Change vs previous 13F +65,235 shares

    0.11% of the 13F portfolio, value $6,633,355.

    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 323,590 shares
    Change vs previous 13F +46,406 shares

    0.11% of the 13F portfolio, value $5,928,169.

    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 277,184 shares
    Change vs previous 13F +59,441 shares

    0.1% of the 13F portfolio, value $5,543,680.

    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 217,743 shares
    Change vs previous 13F +65,887 shares

    0.07% of the 13F portfolio, value $3,719,050.

    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 151,856 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,637,739.

    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).