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Advisors Asset Management, Inc.: RVT position timeline

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

Advisors Asset Management, Inc. held 336,541 RVT 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 336,541 shares
    Change vs previous 13F +16,283 shares

    0.09% of the 13F portfolio, value $6,215,913.

    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 320,258 shares
    Change vs previous 13F -49,839 shares

    0.09% of the 13F portfolio, value $5,316,283.

    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 370,097 shares
    Change vs previous 13F +33,277 shares

    0.1% of the 13F portfolio, value $5,958,562.

    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 336,820 shares
    Change vs previous 13F -158,800 shares

    0.09% of the 13F portfolio, value $5,432,907.

    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 495,620 shares
    Change vs previous 13F -108,697 shares

    0.13% of the 13F portfolio, value $7,459,081.

    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 604,317 shares
    Change vs previous 13F -109,755 shares

    0.16% of the 13F portfolio, value $8,605,474.

    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 714,072 shares
    Change vs previous 13F -56,953 shares

    0.21% of the 13F portfolio, value $11,282,337.

    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 771,025 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $12,105,092.

    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).