Skip to content
Disclosery

Advisors Asset Management, Inc.: ST position timeline

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

Advisors Asset Management, Inc. held 42,270 ST 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 42,270 shares
    Change vs previous 13F +6,739 shares

    0.03% of the 13F portfolio, value $2,017,970.

    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 35,531 shares
    Change vs previous 13F -18,471 shares

    0.02% of the 13F portfolio, value $1,251,402.

    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 54,002 shares
    Change vs previous 13F -121 shares

    0.03% of the 13F portfolio, value $1,797,727.

    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 54,123 shares
    Change vs previous 13F -152 shares

    0.03% of the 13F portfolio, value $1,653,458.

    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 54,275 shares
    Change vs previous 13F -1,187 shares

    0.03% of the 13F portfolio, value $1,634,220.

    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 55,462 shares
    Change vs previous 13F -2,781 shares

    0.03% of the 13F portfolio, value $1,346,063.

    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 58,243 shares
    Change vs previous 13F -5,817 shares

    0.03% of the 13F portfolio, value $1,595,858.

    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 64,060 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,297,192.

    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).