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Advisors Asset Management, Inc.: SAR position timeline

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

Advisors Asset Management, Inc. held 121,635 SAR 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 121,635 shares
    Change vs previous 13F +15,010 shares

    0.04% of the 13F portfolio, value $2,713,677.

    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 106,625 shares
    Change vs previous 13F +5,242 shares

    0.04% of the 13F portfolio, value $2,331,889.

    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 101,383 shares
    Change vs previous 13F -14,258 shares

    0.04% of the 13F portfolio, value $2,338,906.

    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 115,641 shares
    Change vs previous 13F +10,356 shares

    0.05% of the 13F portfolio, value $2,820,484.

    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 105,285 shares
    Change vs previous 13F -9,226 shares

    0.05% of the 13F portfolio, value $2,611,068.

    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 114,511 shares
    Change vs previous 13F +7,110 shares

    0.05% of the 13F portfolio, value $2,900,564.

    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 107,401 shares
    Change vs previous 13F -4,972 shares

    0.05% of the 13F portfolio, value $2,569,032.

    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 112,373 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,605,930.

    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).