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Advisors Asset Management, Inc.: XJQCX position timeline

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

Advisors Asset Management, Inc. held 2,347,246 XJQCX 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 2,347,246 shares
    Change vs previous 13F +216,323 shares

    0.17% of the 13F portfolio, value $11,407,616.

    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 2,130,923 shares
    Change vs previous 13F +373,670 shares

    0.17% of the 13F portfolio, value $10,377,595.

    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 1,757,253 shares
    Change vs previous 13F +426,353 shares

    0.15% of the 13F portfolio, value $8,821,410.

    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 1,330,900 shares
    Change vs previous 13F +41,453 shares

    0.12% of the 13F portfolio, value $7,013,843.

    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 1,289,447 shares
    Change vs previous 13F +136,874 shares

    0.12% of the 13F portfolio, value $6,950,119.

    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 1,152,573 shares
    Change vs previous 13F -124,248 shares

    0.12% of the 13F portfolio, value $6,200,843.

    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 1,276,821 shares
    Change vs previous 13F +129,819 shares

    0.13% of the 13F portfolio, value $7,265,111.

    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 1,147,002 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,641,142.

    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).