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Advisors Asset Management, Inc.: TBLD position timeline

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

Advisors Asset Management, Inc. held 567,963 TBLD 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 567,963 shares
    Change vs previous 13F -24,589 shares

    0.19% of the 13F portfolio, value $12,534,943.

    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 592,552 shares
    Change vs previous 13F -82,853 shares

    0.21% of the 13F portfolio, value $12,496,922.

    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 675,405 shares
    Change vs previous 13F +68,635 shares

    0.23% of the 13F portfolio, value $13,575,641.

    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 606,770 shares
    Change vs previous 13F +40,139 shares

    0.2% of the 13F portfolio, value $12,068,655.

    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 566,631 shares
    Change vs previous 13F +66,559 shares

    0.2% of the 13F portfolio, value $11,117,300.

    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 500,072 shares
    Change vs previous 13F -42,212 shares

    0.17% of the 13F portfolio, value $8,971,292.

    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 542,284 shares
    Change vs previous 13F +23,791 shares

    0.16% of the 13F portfolio, value $8,828,384.

    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 518,493 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,218,806.

    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).