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Disclosery

Advisors Asset Management, Inc.: PSN position timeline

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

Advisors Asset Management, Inc. held 8,673 PSN 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 8,673 shares
    Change vs previous 13F -601 shares

    0.01% of the 13F portfolio, value $454,378.

    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 9,274 shares
    Change vs previous 13F -10,368 shares

    0.01% of the 13F portfolio, value $502,373.

    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 19,642 shares
    Change vs previous 13F -331 shares

    0.02% of the 13F portfolio, value $1,213,876.

    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 19,973 shares
    Change vs previous 13F -9,994 shares

    0.03% of the 13F portfolio, value $1,656,161.

    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 29,967 shares
    Change vs previous 13F -780 shares

    0.04% of the 13F portfolio, value $2,150,732.

    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 30,747 shares
    Change vs previous 13F +1,076 shares

    0.03% of the 13F portfolio, value $1,820,530.

    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 29,671 shares
    Change vs previous 13F +4,524 shares

    0.05% of the 13F portfolio, value $2,737,150.

    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 25,147 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,607,241.

    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).