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Advisors Asset Management, Inc.: SUI position timeline

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

Advisors Asset Management, Inc. held 22,601 SUI 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 22,601 shares
    Change vs previous 13F +539 shares

    0.04% of the 13F portfolio, value $2,710,086.

    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 22,062 shares
    Change vs previous 13F +2,609 shares

    0.05% of the 13F portfolio, value $2,778,930.

    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 19,453 shares
    Change vs previous 13F +530 shares

    0.04% of the 13F portfolio, value $2,410,421.

    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 18,923 shares
    Change vs previous 13F +137 shares

    0.04% of the 13F portfolio, value $2,441,067.

    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 18,786 shares
    Change vs previous 13F -1,886 shares

    0.04% of the 13F portfolio, value $2,376,241.

    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 20,672 shares
    Change vs previous 13F +5,814 shares

    0.05% of the 13F portfolio, value $2,659,246.

    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 14,858 shares
    Change vs previous 13F +1,181 shares

    0.03% of the 13F portfolio, value $1,827,088.

    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 13,677 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,848,447.

    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).