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Disclosery

Advisors Asset Management, Inc.: RS position timeline

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

Advisors Asset Management, Inc. held 12,559 RS 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 12,559 shares
    Change vs previous 13F +2,520 shares

    0.07% of the 13F portfolio, value $4,692,042.

    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 10,039 shares
    Change vs previous 13F -452 shares

    0.05% of the 13F portfolio, value $3,051,053.

    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 10,491 shares
    Change vs previous 13F -3,645 shares

    0.05% of the 13F portfolio, value $3,030,535.

    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 14,136 shares
    Change vs previous 13F -402 shares

    0.07% of the 13F portfolio, value $3,969,813.

    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 14,538 shares
    Change vs previous 13F -1,711 shares

    0.08% of the 13F portfolio, value $4,563,478.

    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 16,249 shares
    Change vs previous 13F +232 shares

    0.09% of the 13F portfolio, value $4,691,899.

    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 16,017 shares
    Change vs previous 13F -1,576 shares

    0.08% of the 13F portfolio, value $4,312,737.

    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 17,593 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,088,072.

    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).