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Advisors Asset Management, Inc.: PMO position timeline

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

Advisors Asset Management, Inc. held 701,629 PMO 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 701,629 shares
    Change vs previous 13F +7,893 shares

    0.11% of the 13F portfolio, value $7,395,170.

    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 693,736 shares
    Change vs previous 13F +95,392 shares

    0.12% of the 13F portfolio, value $7,145,481.

    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 598,344 shares
    Change vs previous 13F +177,794 shares

    0.11% of the 13F portfolio, value $6,402,281.

    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 420,550 shares
    Change vs previous 13F +113,434 shares

    0.07% of the 13F portfolio, value $4,344,282.

    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 307,116 shares
    Change vs previous 13F +60,021 shares

    0.05% of the 13F portfolio, value $3,037,377.

    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 247,095 shares
    Change vs previous 13F -44,219 shares

    0.05% of the 13F portfolio, value $2,517,898.

    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 291,314 shares
    Change vs previous 13F +139,739 shares

    0.05% of the 13F portfolio, value $2,951,011.

    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 151,575 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,652,168.

    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).