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Advisors Asset Management, Inc.: XEMDX position timeline

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

Advisors Asset Management, Inc. held 345,812 XEMDX 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 345,812 shares
    Change vs previous 13F -21,797 shares

    0.06% of the 13F portfolio, value $3,714,021.

    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 367,609 shares
    Change vs previous 13F -92,884 shares

    0.06% of the 13F portfolio, value $3,609,920.

    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 460,493 shares
    Change vs previous 13F -147,436 shares

    0.08% of the 13F portfolio, value $4,895,041.

    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 607,929 shares
    Change vs previous 13F -40,691 shares

    0.11% of the 13F portfolio, value $6,273,827.

    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 648,620 shares
    Change vs previous 13F +2,511 shares

    0.12% of the 13F portfolio, value $6,518,631.

    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 646,109 shares
    Change vs previous 13F +143,195 shares

    0.12% of the 13F portfolio, value $6,390,018.

    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 502,914 shares
    Change vs previous 13F +99,437 shares

    0.09% of the 13F portfolio, value $4,838,033.

    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 403,477 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,107,396.

    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).