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Disclosery

Advisors Asset Management, Inc.: SOBO position timeline

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

Advisors Asset Management, Inc. held 6,913 SOBO 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 6,913 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $243,614.

    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 7,117 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $237,138.

    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 7,133 shares
    Change vs previous 13F -602 shares

    <0.01% of the 13F portfolio, value $195,944.

    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 7,735 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $218,823.

    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 7,770 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $201,321.

    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 7,922 shares
    Change vs previous 13F +3,531 shares

    <0.01% of the 13F portfolio, value $202,169.

    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 4,391 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,496.

    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).