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Disclosery

Advisors Asset Management, Inc.: SFM position timeline

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

Advisors Asset Management, Inc. held 10,540 SFM 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 10,540 shares
    Change vs previous 13F +1,977 shares

    0.01% of the 13F portfolio, value $891,473.

    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 8,563 shares
    Change vs previous 13F +2,780 shares

    0.01% of the 13F portfolio, value $660,464.

    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 5,783 shares
    Change vs previous 13F +720 shares

    0.01% of the 13F portfolio, value $460,732.

    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 5,063 shares
    Change vs previous 13F +1,716 shares

    0.01% of the 13F portfolio, value $550,854.

    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 3,347 shares
    Change vs previous 13F +1,416 shares

    0.01% of the 13F portfolio, value $551,050.

    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 1,931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,748.

    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).