Skip to content
Disclosery

Advisors Asset Management, Inc.: RA position timeline

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

Advisors Asset Management, Inc. held 67,197 RA 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 67,197 shares
    Change vs previous 13F -14,333 shares

    0.01% of the 13F portfolio, value $865,497.

    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 81,530 shares
    Change vs previous 13F -40,378 shares

    0.02% of the 13F portfolio, value $1,048,476.

    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 121,908 shares
    Change vs previous 13F -9,241 shares

    0.03% of the 13F portfolio, value $1,579,928.

    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 131,149 shares
    Change vs previous 13F +2,271 shares

    0.03% of the 13F portfolio, value $1,752,151.

    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 128,878 shares
    Change vs previous 13F +12,100 shares

    0.03% of the 13F portfolio, value $1,723,099.

    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 116,778 shares
    Change vs previous 13F +23,830 shares

    0.03% of the 13F portfolio, value $1,536,798.

    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 92,948 shares
    Change vs previous 13F +15,734 shares

    0.02% of the 13F portfolio, value $1,238,067.

    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 77,214 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,057,832.

    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).