Skip to content
Disclosery

Advisors Asset Management, Inc.: POR position timeline

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

Advisors Asset Management, Inc. held 87,645 POR 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 87,645 shares
    Change vs previous 13F +2,282 shares

    0.07% of the 13F portfolio, value $4,542,640.

    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 85,363 shares
    Change vs previous 13F +11,690 shares

    0.07% of the 13F portfolio, value $4,504,606.

    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 73,673 shares
    Change vs previous 13F +26,116 shares

    0.06% of the 13F portfolio, value $3,535,567.

    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 47,557 shares
    Change vs previous 13F +27,773 shares

    0.04% of the 13F portfolio, value $2,092,508.

    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 19,784 shares
    Change vs previous 13F +3,302 shares

    0.01% of the 13F portfolio, value $803,824.

    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 16,482 shares
    Change vs previous 13F +222 shares

    0.01% of the 13F portfolio, value $735,097.

    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 16,260 shares
    Change vs previous 13F +1,679 shares

    0.01% of the 13F portfolio, value $709,261.

    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 14,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $698,430.

    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).