Advisors Asset Management, Inc.: ROAD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on ROAD, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 103,863 ROAD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 103,863 sharesChange vs previous 13F +5,074 shares
0.19% of the 13F portfolio, value $12,335,809.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 98,789 sharesChange vs previous 13F +7,071 shares
0.18% of the 13F portfolio, value $10,977,434.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 91,718 sharesChange vs previous 13F +9,009 shares
0.17% of the 13F portfolio, value $9,955,989.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 82,709 sharesChange vs previous 13F +14,084 shares
0.18% of the 13F portfolio, value $10,504,043.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 68,625 sharesChange vs previous 13F -6,065 shares
0.13% of the 13F portfolio, value $7,293,465.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 74,690 sharesChange vs previous 13F +2,135 shares
0.1% of the 13F portfolio, value $5,367,970.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 72,555 sharesChange vs previous 13F -3,194 shares
0.12% of the 13F portfolio, value $6,418,215.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 75,749 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $5,287,280.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).