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Advisors Asset Management, Inc.: SU position timeline

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

Advisors Asset Management, Inc. held 30,926 SU 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 30,926 shares
    Change vs previous 13F -5,011 shares

    0.03% of the 13F portfolio, value $1,660,108.

    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 35,937 shares
    Change vs previous 13F +1,734 shares

    0.04% of the 13F portfolio, value $2,375,795.

    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 34,203 shares
    Change vs previous 13F -8,880 shares

    0.03% of the 13F portfolio, value $1,517,245.

    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 43,083 shares
    Change vs previous 13F +301 shares

    0.03% of the 13F portfolio, value $1,801,300.

    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 42,782 shares
    Change vs previous 13F -2,311 shares

    0.03% of the 13F portfolio, value $1,602,186.

    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 45,093 shares
    Change vs previous 13F +2,335 shares

    0.03% of the 13F portfolio, value $1,746,001.

    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 42,758 shares
    Change vs previous 13F -3,471 shares

    0.03% of the 13F portfolio, value $1,525,605.

    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 46,229 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,706,775.

    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).