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Advisors Asset Management, Inc.: VMO position timeline

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

Advisors Asset Management, Inc. held 869,326 VMO 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 869,326 shares
    Change vs previous 13F +128,923 shares

    0.13% of the 13F portfolio, value $8,580,248.

    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 740,403 shares
    Change vs previous 13F +102,670 shares

    0.12% of the 13F portfolio, value $7,041,233.

    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 637,733 shares
    Change vs previous 13F +191,246 shares

    0.1% of the 13F portfolio, value $6,103,105.

    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 446,487 shares
    Change vs previous 13F +120,669 shares

    0.07% of the 13F portfolio, value $4,317,529.

    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 325,818 shares
    Change vs previous 13F +110,436 shares

    0.05% of the 13F portfolio, value $2,991,009.

    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 215,382 shares
    Change vs previous 13F +62,365 shares

    0.04% of the 13F portfolio, value $2,043,975.

    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 153,017 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,487,325.

    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).