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Advisors Asset Management, Inc.: WTS position timeline

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

Advisors Asset Management, Inc. held 10,808 WTS 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 10,808 shares
    Change vs previous 13F +2,399 shares

    0.06% of the 13F portfolio, value $4,230,792.

    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 8,409 shares
    Change vs previous 13F +121 shares

    0.04% of the 13F portfolio, value $2,441,049.

    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 8,288 shares
    Change vs previous 13F +1,723 shares

    0.04% of the 13F portfolio, value $2,287,654.

    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 6,565 shares
    Change vs previous 13F -294 shares

    0.03% of the 13F portfolio, value $1,833,473.

    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 6,859 shares
    Change vs previous 13F +917 shares

    0.03% of the 13F portfolio, value $1,686,560.

    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 5,942 shares
    Change vs previous 13F -2,868 shares

    0.02% of the 13F portfolio, value $1,211,693.

    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 8,810 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $1,791,073.

    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 7,810 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,618,154.

    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).