Skip to content
Disclosery

Advisors Asset Management, Inc.: TU position timeline

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

Advisors Asset Management, Inc. held 34,255 TU 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 34,255 shares
    Change vs previous 13F +3,519 shares

    0.01% of the 13F portfolio, value $362,075.

    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 30,736 shares
    Change vs previous 13F -4,405 shares

    0.01% of the 13F portfolio, value $394,343.

    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 35,141 shares
    Change vs previous 13F +7,147 shares

    0.01% of the 13F portfolio, value $462,807.

    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 27,994 shares
    Change vs previous 13F -3,843 shares

    0.01% of the 13F portfolio, value $441,465.

    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 31,837 shares
    Change vs previous 13F -7,934 shares

    0.01% of the 13F portfolio, value $511,302.

    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 39,771 shares
    Change vs previous 13F +6,177 shares

    0.01% of the 13F portfolio, value $570,316.

    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 33,594 shares
    Change vs previous 13F +2,030 shares

    0.01% of the 13F portfolio, value $455,535.

    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 31,564 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $529,644.

    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).