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Advisors Asset Management, Inc.: XBOEX position timeline

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

Advisors Asset Management, Inc. held 1,301,417 XBOEX 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 1,301,417 shares
    Change vs previous 13F +140,321 shares

    0.24% of the 13F portfolio, value $15,734,131.

    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 1,161,096 shares
    Change vs previous 13F +149,266 shares

    0.21% of the 13F portfolio, value $12,725,612.

    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 1,011,830 shares
    Change vs previous 13F +153,408 shares

    0.2% of the 13F portfolio, value $11,848,529.

    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 858,422 shares
    Change vs previous 13F +160,818 shares

    0.17% of the 13F portfolio, value $9,931,943.

    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 697,604 shares
    Change vs previous 13F +35,374 shares

    0.14% of the 13F portfolio, value $7,917,805.

    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 662,230 shares
    Change vs previous 13F +44,854 shares

    0.13% of the 13F portfolio, value $7,185,196.

    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 617,376 shares
    Change vs previous 13F +126,963 shares

    0.12% of the 13F portfolio, value $6,649,140.

    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 490,413 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,522,050.

    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).