Skip to content
Disclosery

Advisors Asset Management, Inc.: VTRS position timeline

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

Advisors Asset Management, Inc. held 885,796 VTRS 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 885,796 shares
    Change vs previous 13F -97,735 shares

    0.21% of the 13F portfolio, value $14,066,440.

    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 983,531 shares
    Change vs previous 13F +110,124 shares

    0.22% of the 13F portfolio, value $13,287,504.

    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 873,407 shares
    Change vs previous 13F +146,289 shares

    0.18% of the 13F portfolio, value $10,873,917.

    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 727,118 shares
    Change vs previous 13F -1,787 shares

    0.12% of the 13F portfolio, value $7,198,468.

    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 728,905 shares
    Change vs previous 13F +48,641 shares

    0.12% of the 13F portfolio, value $6,509,122.

    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 680,264 shares
    Change vs previous 13F -93,761 shares

    0.11% of the 13F portfolio, value $5,925,099.

    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 774,025 shares
    Change vs previous 13F -211,122 shares

    0.18% of the 13F portfolio, value $9,636,611.

    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 985,147 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,437,557.

    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).