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Advisors Asset Management, Inc.: RC position timeline

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

Advisors Asset Management, Inc. held 134,956 RC 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 134,956 shares
    Change vs previous 13F -21,144 shares

    <0.01% of the 13F portfolio, value $236,173.

    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 156,100 shares
    Change vs previous 13F -264,996 shares

    <0.01% of the 13F portfolio, value $252,882.

    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 421,096 shares
    Change vs previous 13F -278,675 shares

    0.02% of the 13F portfolio, value $917,989.

    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 699,771 shares
    Change vs previous 13F -94,221 shares

    0.05% of the 13F portfolio, value $2,708,114.

    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 793,992 shares
    Change vs previous 13F -44,260 shares

    0.06% of the 13F portfolio, value $3,469,745.

    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 838,252 shares
    Change vs previous 13F +142,895 shares

    0.08% of the 13F portfolio, value $4,266,703.

    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 695,357 shares
    Change vs previous 13F +295,956 shares

    0.09% of the 13F portfolio, value $4,742,335.

    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 399,401 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,047,430.

    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).