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Advisors Asset Management, Inc.: WLY position timeline

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

Advisors Asset Management, Inc. held 56,222 WLY 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 56,222 shares
    Change vs previous 13F +15,349 shares

    0.04% of the 13F portfolio, value $2,727,329.

    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 40,873 shares
    Change vs previous 13F +32,280 shares

    0.03% of the 13F portfolio, value $1,557,261.

    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 8,593 shares
    Change vs previous 13F -2,012 shares

    <0.01% of the 13F portfolio, value $263,204.

    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 10,605 shares
    Change vs previous 13F -7,513 shares

    0.01% of the 13F portfolio, value $429,184.

    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 18,118 shares
    Change vs previous 13F -4,711 shares

    0.01% of the 13F portfolio, value $808,606.

    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 22,829 shares
    Change vs previous 13F -72,404 shares

    0.02% of the 13F portfolio, value $1,017,260.

    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 95,233 shares
    Change vs previous 13F -53,794 shares

    0.08% of the 13F portfolio, value $4,162,634.

    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 149,027 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,190,553.

    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).