Advisors Asset Management, Inc.: WDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on WDC, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 10,561 WDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 10,561 sharesChange vs previous 13F +5,504 shares
0.1% of the 13F portfolio, value $6,745,522.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,057 sharesChange vs previous 13F +2,027 shares
0.02% of the 13F portfolio, value $1,367,868.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 3,030 sharesChange vs previous 13F +799 shares
0.01% of the 13F portfolio, value $521,978.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 2,231 sharesChange vs previous 13F +253 shares
<0.01% of the 13F portfolio, value $267,854.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 1,978 sharesChange vs previous 13F -81 shares
<0.01% of the 13F portfolio, value $126,572.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,059 sharesChange vs previous 13F +299 shares
<0.01% of the 13F portfolio, value $83,245.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 1,760 sharesChange vs previous 13F +342 shares
<0.01% of the 13F portfolio, value $104,949.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 1,418 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $96,835.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).