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Advisors Asset Management, Inc.: V position timeline

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

Advisors Asset Management, Inc. held 195,291 V 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 195,291 shares
    Change vs previous 13F +3,048 shares

    1.02% of the 13F portfolio, value $67,002,389.

    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 192,243 shares
    Change vs previous 13F -3,442 shares

    0.97% of the 13F portfolio, value $58,103,524.

    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 195,685 shares
    Change vs previous 13F -6,367 shares

    1.15% of the 13F portfolio, value $68,628,686.

    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 202,052 shares
    Change vs previous 13F -5,532 shares

    1.17% of the 13F portfolio, value $68,976,512.

    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 207,584 shares
    Change vs previous 13F -14,040 shares

    1.32% of the 13F portfolio, value $73,702,699.

    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 221,624 shares
    Change vs previous 13F -2,155 shares

    1.46% of the 13F portfolio, value $77,670,347.

    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 223,779 shares
    Change vs previous 13F -736 shares

    1.3% of the 13F portfolio, value $70,723,115.

    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 224,515 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $61,730,399.

    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).