Skip to content
Disclosery

Advisors Asset Management, Inc.: SAN position timeline

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

Advisors Asset Management, Inc. held 331,392 SAN 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 331,392 shares
    Change vs previous 13F -4,033 shares

    0.07% of the 13F portfolio, value $4,573,210.

    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 335,425 shares
    Change vs previous 13F +59,134 shares

    0.06% of the 13F portfolio, value $3,783,594.

    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 276,291 shares
    Change vs previous 13F +57,154 shares

    0.05% of the 13F portfolio, value $3,240,893.

    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 219,137 shares
    Change vs previous 13F +49,085 shares

    0.04% of the 13F portfolio, value $2,296,556.

    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 170,052 shares
    Change vs previous 13F +46,932 shares

    0.03% of the 13F portfolio, value $1,411,432.

    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 123,120 shares
    Change vs previous 13F +20,872 shares

    0.02% of the 13F portfolio, value $824,904.

    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 102,248 shares
    Change vs previous 13F +4,984 shares

    0.01% of the 13F portfolio, value $466,251.

    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 97,264 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $496,046.

    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).