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Advisors Asset Management, Inc.: XNCMX position timeline

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

Advisors Asset Management, Inc. held 1,240,864 XNCMX 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 1,240,864 shares
    Change vs previous 13F +164,851 shares

    0.24% of the 13F portfolio, value $15,548,026.

    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 1,076,013 shares
    Change vs previous 13F +111,122 shares

    0.21% of the 13F portfolio, value $12,804,555.

    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 964,891 shares
    Change vs previous 13F +447,711 shares

    0.2% of the 13F portfolio, value $12,003,244.

    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 517,180 shares
    Change vs previous 13F +127,396 shares

    0.11% of the 13F portfolio, value $6,552,671.

    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 389,784 shares
    Change vs previous 13F +1,405 shares

    0.08% of the 13F portfolio, value $4,587,758.

    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 388,379 shares
    Change vs previous 13F +14,022 shares

    0.09% of the 13F portfolio, value $4,889,692.

    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 374,357 shares
    Change vs previous 13F -109,148 shares

    0.09% of the 13F portfolio, value $4,731,872.

    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 483,505 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,570,833.

    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).