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Advisors Asset Management, Inc.: SWKS position timeline

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

Advisors Asset Management, Inc. held 172,490 SWKS 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 172,490 shares
    Change vs previous 13F -2,061 shares

    0.18% of the 13F portfolio, value $11,694,822.

    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 174,551 shares
    Change vs previous 13F +4,645 shares

    0.16% of the 13F portfolio, value $9,347,206.

    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 169,906 shares
    Change vs previous 13F +26,248 shares

    0.18% of the 13F portfolio, value $10,773,739.

    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 143,658 shares
    Change vs previous 13F +26,111 shares

    0.19% of the 13F portfolio, value $11,058,793.

    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 117,547 shares
    Change vs previous 13F +36,666 shares

    0.16% of the 13F portfolio, value $8,759,602.

    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 80,881 shares
    Change vs previous 13F +35,738 shares

    0.1% of the 13F portfolio, value $5,227,339.

    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 45,143 shares
    Change vs previous 13F +21,860 shares

    0.07% of the 13F portfolio, value $4,003,281.

    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 23,283 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,299,662.

    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).