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Advisors Asset Management, Inc.: PFG position timeline

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

Advisors Asset Management, Inc. held 40,073 PFG 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 40,073 shares
    Change vs previous 13F +90 shares

    0.07% of the 13F portfolio, value $4,319,068.

    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 39,983 shares
    Change vs previous 13F +1,146 shares

    0.06% of the 13F portfolio, value $3,602,868.

    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 38,837 shares
    Change vs previous 13F +1,702 shares

    0.06% of the 13F portfolio, value $3,425,812.

    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 37,135 shares
    Change vs previous 13F -641 shares

    0.05% of the 13F portfolio, value $3,078,863.

    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 37,776 shares
    Change vs previous 13F +2,148 shares

    0.05% of the 13F portfolio, value $3,000,548.

    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 35,628 shares
    Change vs previous 13F +2,623 shares

    0.06% of the 13F portfolio, value $3,005,934.

    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 33,005 shares
    Change vs previous 13F -1,480 shares

    0.05% of the 13F portfolio, value $2,554,917.

    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 34,485 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,962,261.

    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).