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Advisors Asset Management, Inc.: UVV position timeline

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

Advisors Asset Management, Inc. held 28,621 UVV 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 28,621 shares
    Change vs previous 13F -43,565 shares

    0.02% of the 13F portfolio, value $1,493,158.

    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 72,186 shares
    Change vs previous 13F -41,112 shares

    0.06% of the 13F portfolio, value $3,804,202.

    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 113,298 shares
    Change vs previous 13F -43,723 shares

    0.1% of the 13F portfolio, value $5,976,470.

    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 157,021 shares
    Change vs previous 13F -41,397 shares

    0.15% of the 13F portfolio, value $8,772,763.

    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 198,418 shares
    Change vs previous 13F -28,735 shares

    0.21% of the 13F portfolio, value $11,555,864.

    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 227,153 shares
    Change vs previous 13F +3,547 shares

    0.24% of the 13F portfolio, value $12,731,926.

    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 223,606 shares
    Change vs previous 13F +1,911 shares

    0.23% of the 13F portfolio, value $12,262,553.

    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 221,695 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,774,221.

    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).