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Advisors Asset Management, Inc.: PBR-A position timeline

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

Advisors Asset Management, Inc. held 31,298 PBR-A 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 31,298 shares
    Change vs previous 13F -6,408 shares

    0.01% of the 13F portfolio, value $458,203.

    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 37,706 shares
    Change vs previous 13F -6,456 shares

    0.01% of the 13F portfolio, value $706,988.

    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 44,162 shares
    Change vs previous 13F -41,964 shares

    0.01% of the 13F portfolio, value $497,706.

    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 86,126 shares
    Change vs previous 13F -5,839 shares

    0.02% of the 13F portfolio, value $1,018,009.

    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 91,965 shares
    Change vs previous 13F +6,861 shares

    0.02% of the 13F portfolio, value $1,061,276.

    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 85,104 shares
    Change vs previous 13F +9,207 shares

    0.02% of the 13F portfolio, value $1,109,756.

    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 75,897 shares
    Change vs previous 13F -1,933 shares

    0.02% of the 13F portfolio, value $898,620.

    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 77,830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,026,578.

    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).