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Advisors Asset Management, Inc.: XBGYX position timeline

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

Advisors Asset Management, Inc. held 126,005 XBGYX 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 126,005 shares
    Change vs previous 13F -407 shares

    0.01% of the 13F portfolio, value $723,269.

    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 126,412 shares
    Change vs previous 13F -671 shares

    0.01% of the 13F portfolio, value $683,889.

    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 127,083 shares
    Change vs previous 13F +4,844 shares

    0.01% of the 13F portfolio, value $747,248.

    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 122,239 shares
    Change vs previous 13F +45,820 shares

    0.01% of the 13F portfolio, value $702,874.

    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 76,419 shares
    Change vs previous 13F -213,134 shares

    0.01% of the 13F portfolio, value $442,466.

    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 289,553 shares
    Change vs previous 13F -231,685 shares

    0.03% of the 13F portfolio, value $1,624,392.

    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 521,238 shares
    Change vs previous 13F -29,010 shares

    0.05% of the 13F portfolio, value $2,767,774.

    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 550,248 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,191,438.

    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).