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Advisors Asset Management, Inc.: SXI position timeline

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

Advisors Asset Management, Inc. held 19,375 SXI 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 19,375 shares
    Change vs previous 13F +5,671 shares

    0.11% of the 13F portfolio, value $6,929,856.

    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 13,704 shares
    Change vs previous 13F +5,186 shares

    0.06% of the 13F portfolio, value $3,492,601.

    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 8,518 shares
    Change vs previous 13F -2,660 shares

    0.03% of the 13F portfolio, value $1,850,791.

    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 11,178 shares
    Change vs previous 13F -512 shares

    0.04% of the 13F portfolio, value $2,368,618.

    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 11,690 shares
    Change vs previous 13F -1,824 shares

    0.03% of the 13F portfolio, value $1,829,251.

    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 13,514 shares
    Change vs previous 13F +628 shares

    0.04% of the 13F portfolio, value $2,181,024.

    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 12,886 shares
    Change vs previous 13F +2,239 shares

    0.04% of the 13F portfolio, value $2,409,553.

    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 10,647 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,946,059.

    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).