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Advisors Asset Management, Inc.: WDI position timeline

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

Advisors Asset Management, Inc. held 75,266 WDI 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 75,266 shares
    Change vs previous 13F -104,825 shares

    0.02% of the 13F portfolio, value $1,020,607.

    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 180,091 shares
    Change vs previous 13F -108,960 shares

    0.04% of the 13F portfolio, value $2,420,423.

    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 289,051 shares
    Change vs previous 13F -109,053 shares

    0.07% of the 13F portfolio, value $3,991,794.

    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 398,104 shares
    Change vs previous 13F -6,878 shares

    0.1% of the 13F portfolio, value $5,856,110.

    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 404,982 shares
    Change vs previous 13F -1,970 shares

    0.11% of the 13F portfolio, value $6,009,933.

    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 406,952 shares
    Change vs previous 13F -22,311 shares

    0.11% of the 13F portfolio, value $5,880,456.

    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 429,263 shares
    Change vs previous 13F +17,919 shares

    0.11% of the 13F portfolio, value $6,116,998.

    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 411,344 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,449,874.

    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).