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Advisors Asset Management, Inc.: PR position timeline

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

Advisors Asset Management, Inc. held 135,209 PR 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 135,209 shares
    Change vs previous 13F -111,365 shares

    0.04% of the 13F portfolio, value $2,489,198.

    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 246,574 shares
    Change vs previous 13F -40,094 shares

    0.09% of the 13F portfolio, value $5,256,958.

    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 286,668 shares
    Change vs previous 13F -34,819 shares

    0.07% of the 13F portfolio, value $4,021,952.

    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 321,487 shares
    Change vs previous 13F -4,469 shares

    0.07% of the 13F portfolio, value $4,115,034.

    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 325,956 shares
    Change vs previous 13F +18,081 shares

    0.08% of the 13F portfolio, value $4,439,521.

    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 307,875 shares
    Change vs previous 13F +103,374 shares

    0.08% of the 13F portfolio, value $4,264,069.

    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 204,501 shares
    Change vs previous 13F +82,038 shares

    0.05% of the 13F portfolio, value $2,940,724.

    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 122,463 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,666,721.

    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).