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Advisors Asset Management, Inc.: XGDVX position timeline

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

Advisors Asset Management, Inc. held 684,610 XGDVX 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 684,610 shares
    Change vs previous 13F +16,728 shares

    0.31% of the 13F portfolio, value $20,127,534.

    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 667,882 shares
    Change vs previous 13F +101,837 shares

    0.3% of the 13F portfolio, value $17,986,062.

    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 566,045 shares
    Change vs previous 13F +61,113 shares

    0.26% of the 13F portfolio, value $15,719,070.

    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 504,932 shares
    Change vs previous 13F +7,006 shares

    0.23% of the 13F portfolio, value $13,698,805.

    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 497,926 shares
    Change vs previous 13F +3,072 shares

    0.23% of the 13F portfolio, value $12,951,056.

    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 494,854 shares
    Change vs previous 13F +15,364 shares

    0.22% of the 13F portfolio, value $11,940,827.

    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 479,490 shares
    Change vs previous 13F +1,482 shares

    0.21% of the 13F portfolio, value $11,579,684.

    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 478,008 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,687,296.

    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).