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Advisors Asset Management, Inc.: PFLT position timeline

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

Advisors Asset Management, Inc. held 377,174 PFLT 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 377,174 shares
    Change vs previous 13F +17,838 shares

    0.04% of the 13F portfolio, value $2,821,262.

    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 359,336 shares
    Change vs previous 13F +15,227 shares

    0.05% of the 13F portfolio, value $2,889,061.

    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 344,109 shares
    Change vs previous 13F -7,870 shares

    0.05% of the 13F portfolio, value $3,189,890.

    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 351,979 shares
    Change vs previous 13F +22,150 shares

    0.05% of the 13F portfolio, value $3,129,093.

    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 329,829 shares
    Change vs previous 13F -1,294 shares

    0.06% of the 13F portfolio, value $3,407,134.

    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 331,123 shares
    Change vs previous 13F +18,963 shares

    0.07% of the 13F portfolio, value $3,705,266.

    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 312,160 shares
    Change vs previous 13F +30,534 shares

    0.06% of the 13F portfolio, value $3,411,909.

    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 281,626 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,258,413.

    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).