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Advisors Asset Management, Inc.: SDHY position timeline

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

Advisors Asset Management, Inc. held 426,232 SDHY 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 426,232 shares
    Change vs previous 13F +5,116 shares

    0.11% of the 13F portfolio, value $6,985,942.

    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 421,116 shares
    Change vs previous 13F +335 shares

    0.11% of the 13F portfolio, value $6,746,278.

    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 420,781 shares
    Change vs previous 13F +74,370 shares

    0.12% of the 13F portfolio, value $6,921,847.

    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 346,411 shares
    Change vs previous 13F +38,234 shares

    0.1% of the 13F portfolio, value $5,791,992.

    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 308,177 shares
    Change vs previous 13F +62,358 shares

    0.09% of the 13F portfolio, value $5,189,700.

    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 245,819 shares
    Change vs previous 13F +119,253 shares

    0.08% of the 13F portfolio, value $4,051,097.

    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 126,566 shares
    Change vs previous 13F +35,317 shares

    0.04% of the 13F portfolio, value $2,040,244.

    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 91,249 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,525,683.

    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).