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Advisors Asset Management, Inc.: PM position timeline

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

Advisors Asset Management, Inc. held 46,735 PM 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 46,735 shares
    Change vs previous 13F -5,397 shares

    0.13% of the 13F portfolio, value $8,454,829.

    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 52,132 shares
    Change vs previous 13F -4,973 shares

    0.14% of the 13F portfolio, value $8,619,505.

    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 57,105 shares
    Change vs previous 13F -874 shares

    0.15% of the 13F portfolio, value $9,159,642.

    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 57,979 shares
    Change vs previous 13F -19,498 shares

    0.16% of the 13F portfolio, value $9,404,194.

    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 77,477 shares
    Change vs previous 13F -23,911 shares

    0.25% of the 13F portfolio, value $14,110,886.

    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 101,388 shares
    Change vs previous 13F -24,585 shares

    0.3% of the 13F portfolio, value $16,093,317.

    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 125,973 shares
    Change vs previous 13F +2,512 shares

    0.28% of the 13F portfolio, value $15,160,851.

    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 123,461 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $14,988,165.

    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).