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Advisors Asset Management, Inc.: SBRA position timeline

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

Advisors Asset Management, Inc. held 174,647 SBRA 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 174,647 shares
    Change vs previous 13F -3,147 shares

    0.05% of the 13F portfolio, value $3,407,363.

    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 177,794 shares
    Change vs previous 13F +4,288 shares

    0.06% of the 13F portfolio, value $3,418,979.

    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 173,506 shares
    Change vs previous 13F +3,748 shares

    0.06% of the 13F portfolio, value $3,286,204.

    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 169,758 shares
    Change vs previous 13F -13,431 shares

    0.05% of the 13F portfolio, value $3,164,289.

    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 183,189 shares
    Change vs previous 13F +6,312 shares

    0.06% of the 13F portfolio, value $3,378,005.

    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 176,877 shares
    Change vs previous 13F +16,886 shares

    0.06% of the 13F portfolio, value $3,090,041.

    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 159,991 shares
    Change vs previous 13F +47 shares

    0.05% of the 13F portfolio, value $2,771,044.

    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 159,944 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,976,558.

    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).