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Advisors Asset Management, Inc.: XETYX position timeline

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

Advisors Asset Management, Inc. held 219,422 XETYX 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 219,422 shares
    Change vs previous 13F -20,824 shares

    0.05% of the 13F portfolio, value $3,190,396.

    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 240,246 shares
    Change vs previous 13F -67,880 shares

    0.06% of the 13F portfolio, value $3,312,992.

    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 308,126 shares
    Change vs previous 13F -11,342 shares

    0.08% of the 13F portfolio, value $4,726,653.

    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 319,468 shares
    Change vs previous 13F +26,653 shares

    0.09% of the 13F portfolio, value $5,079,541.

    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 292,815 shares
    Change vs previous 13F +37,276 shares

    0.08% of the 13F portfolio, value $4,529,848.

    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 255,539 shares
    Change vs previous 13F +74,516 shares

    0.07% of the 13F portfolio, value $3,643,986.

    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 181,023 shares
    Change vs previous 13F +46,928 shares

    0.05% of the 13F portfolio, value $2,706,294.

    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 134,095 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,964,492.

    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).