Advisors Asset Management, Inc.: UMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on UMC, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 386,286 UMC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 386,286 sharesChange vs previous 13F +23,198 shares
0.16% of the 13F portfolio, value $10,510,842.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 363,088 sharesChange vs previous 13F +56,571 shares
0.05% of the 13F portfolio, value $3,260,530.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 306,517 sharesChange vs previous 13F +29,901 shares
0.04% of the 13F portfolio, value $2,409,224.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 276,616 sharesChange vs previous 13F +41,077 shares
0.04% of the 13F portfolio, value $2,096,749.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 235,539 sharesChange vs previous 13F +22,001 shares
0.03% of the 13F portfolio, value $1,801,873.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 213,538 sharesChange vs previous 13F +24,035 shares
0.03% of the 13F portfolio, value $1,526,797.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 189,503 sharesChange vs previous 13F +20,041 shares
0.02% of the 13F portfolio, value $1,229,874.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 169,462 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,426,870.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).