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Advisors Asset Management, Inc.: USLM position timeline

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

Advisors Asset Management, Inc. held 51,305 USLM 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 51,305 shares
    Change vs previous 13F -18,680 shares

    0.08% of the 13F portfolio, value $5,370,094.

    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 69,985 shares
    Change vs previous 13F +1,704 shares

    0.15% of the 13F portfolio, value $9,140,741.

    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 68,281 shares
    Change vs previous 13F -478 shares

    0.14% of the 13F portfolio, value $8,175,967.

    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 68,759 shares
    Change vs previous 13F +11,989 shares

    0.15% of the 13F portfolio, value $9,045,246.

    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 56,770 shares
    Change vs previous 13F -5,769 shares

    0.1% of the 13F portfolio, value $5,665,646.

    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 62,539 shares
    Change vs previous 13F +14,269 shares

    0.1% of the 13F portfolio, value $5,527,197.

    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 48,270 shares
    Change vs previous 13F +14,323 shares

    0.12% of the 13F portfolio, value $6,407,360.

    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 33,947 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,315,264.

    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).