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Advisors Asset Management, Inc.: WULF position timeline

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

Advisors Asset Management, Inc. held 6,635 WULF 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 6,635 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $163,885.

    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 6,674 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $96,306.

    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 6,742 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $77,466.

    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 6,802 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $77,679.

    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 6,767 shares
    Change vs previous 13F +2,748 shares

    <0.01% of the 13F portfolio, value $29,639.

    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 4,019 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,972.

    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).