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Disclosery

Advisors Asset Management, Inc.: PCTY position timeline

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

Advisors Asset Management, Inc. held 209 PCTY 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 209 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $21,847.

    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 225 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $24,309.

    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 226 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $34,465.

    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 230 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $36,632.

    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 179 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $32,433.

    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 144 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $26,977.

    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 210 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $41,889.

    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 316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $52,131.

    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).