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Advisors Asset Management, Inc.: XCHYX position timeline

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

Advisors Asset Management, Inc. held 573,420 XCHYX 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 573,420 shares
    Change vs previous 13F +261,297 shares

    0.12% of the 13F portfolio, value $7,809,980.

    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 312,123 shares
    Change vs previous 13F +73,004 shares

    0.06% of the 13F portfolio, value $3,399,019.

    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 239,119 shares
    Change vs previous 13F -9,235 shares

    0.05% of the 13F portfolio, value $2,704,436.

    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 248,354 shares
    Change vs previous 13F +21,671 shares

    0.05% of the 13F portfolio, value $2,786,532.

    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 226,683 shares
    Change vs previous 13F +84,211 shares

    0.04% of the 13F portfolio, value $2,491,246.

    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 142,472 shares
    Change vs previous 13F -29,860 shares

    0.03% of the 13F portfolio, value $1,438,967.

    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 172,332 shares
    Change vs previous 13F -53,690 shares

    0.04% of the 13F portfolio, value $2,092,110.

    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 226,022 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,696,442.

    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).