Skip to content
Disclosery

Advisors Asset Management, Inc.: XAODX position timeline

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

Advisors Asset Management, Inc. held 828,801 XAODX 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 828,801 shares
    Change vs previous 13F +118,180 shares

    0.13% of the 13F portfolio, value $8,544,938.

    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 710,621 shares
    Change vs previous 13F +50,259 shares

    0.11% of the 13F portfolio, value $6,544,819.

    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 660,362 shares
    Change vs previous 13F +108,060 shares

    0.11% of the 13F portfolio, value $6,438,530.

    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 552,302 shares
    Change vs previous 13F +122,585 shares

    0.09% of the 13F portfolio, value $5,224,777.

    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 429,717 shares
    Change vs previous 13F -140,564 shares

    0.07% of the 13F portfolio, value $3,807,293.

    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 570,281 shares
    Change vs previous 13F -306,302 shares

    0.09% of the 13F portfolio, value $4,784,658.

    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 876,583 shares
    Change vs previous 13F -172,471 shares

    0.14% of the 13F portfolio, value $7,372,063.

    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 1,049,054 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,546,392.

    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).