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Advisors Asset Management, Inc.: XEFRX position timeline

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

Advisors Asset Management, Inc. held 567,622 XEFRX 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 567,622 shares
    Change vs previous 13F +4,302 shares

    0.09% of the 13F portfolio, value $6,016,793.

    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 563,320 shares
    Change vs previous 13F +10,232 shares

    0.1% of the 13F portfolio, value $5,937,393.

    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 553,088 shares
    Change vs previous 13F -20,180 shares

    0.1% of the 13F portfolio, value $6,161,400.

    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 573,268 shares
    Change vs previous 13F +46,830 shares

    0.11% of the 13F portfolio, value $6,558,186.

    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 526,438 shares
    Change vs previous 13F +28,768 shares

    0.11% of the 13F portfolio, value $6,380,429.

    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 497,670 shares
    Change vs previous 13F +49,180 shares

    0.11% of the 13F portfolio, value $6,096,458.

    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 448,490 shares
    Change vs previous 13F +84,911 shares

    0.11% of the 13F portfolio, value $5,740,672.

    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 363,579 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,635,632.

    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).