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Disclosery

Advisors Asset Management, Inc.: RELY position timeline

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

Advisors Asset Management, Inc. held 11,997 RELY 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 11,997 shares
    Change vs previous 13F +2,769 shares

    <0.01% of the 13F portfolio, value $268,853.

    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 9,228 shares
    Change vs previous 13F +1,530 shares

    <0.01% of the 13F portfolio, value $144,603.

    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 7,698 shares
    Change vs previous 13F +1,758 shares

    <0.01% of the 13F portfolio, value $106,232.

    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 5,940 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $96,822.

    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 5,271 shares
    Change vs previous 13F -670 shares

    <0.01% of the 13F portfolio, value $98,937.

    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 5,941 shares
    Change vs previous 13F +411 shares

    <0.01% of the 13F portfolio, value $123,573.

    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 5,530 shares
    Change vs previous 13F +1,568 shares

    <0.01% of the 13F portfolio, value $124,812.

    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 3,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $53,051.

    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).