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Advisors Asset Management, Inc.: PEO position timeline

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

Advisors Asset Management, Inc. held 111,116 PEO 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 111,116 shares
    Change vs previous 13F +9,118 shares

    0.04% of the 13F portfolio, value $2,746,788.

    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 101,998 shares
    Change vs previous 13F +23,775 shares

    0.05% of the 13F portfolio, value $2,835,544.

    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 78,223 shares
    Change vs previous 13F +10,847 shares

    0.03% of the 13F portfolio, value $1,700,568.

    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 67,376 shares
    Change vs previous 13F +21,554 shares

    0.02% of the 13F portfolio, value $1,449,932.

    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 45,822 shares
    Change vs previous 13F +7,199 shares

    0.02% of the 13F portfolio, value $979,216.

    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 38,623 shares
    Change vs previous 13F +14,005 shares

    0.02% of the 13F portfolio, value $880,991.

    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 24,618 shares
    Change vs previous 13F +9,115 shares

    0.01% of the 13F portfolio, value $535,195.

    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 15,503 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $359,980.

    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).