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Advisors Asset Management, Inc.: XEVTX position timeline

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

Advisors Asset Management, Inc. held 218,584 XEVTX 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 218,584 shares
    Change vs previous 13F -49,792 shares

    0.09% of the 13F portfolio, value $6,050,405.

    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 268,376 shares
    Change vs previous 13F +2,810 shares

    0.11% of the 13F portfolio, value $6,588,631.

    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 265,566 shares
    Change vs previous 13F +9,684 shares

    0.11% of the 13F portfolio, value $6,686,952.

    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 255,882 shares
    Change vs previous 13F +4,134 shares

    0.11% of the 13F portfolio, value $6,256,315.

    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 251,748 shares
    Change vs previous 13F +2,620 shares

    0.11% of the 13F portfolio, value $6,067,127.

    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 249,128 shares
    Change vs previous 13F +29,283 shares

    0.11% of the 13F portfolio, value $5,797,209.

    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 219,845 shares
    Change vs previous 13F +5,057 shares

    0.1% of the 13F portfolio, value $5,287,272.

    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 214,788 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,303,116.

    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).