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Advisors Asset Management, Inc.: XPCQX position timeline

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

Advisors Asset Management, Inc. held 1,652,372 XPCQX 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 1,652,372 shares
    Change vs previous 13F +438,723 shares

    0.23% of the 13F portfolio, value $14,821,777.

    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 1,213,649 shares
    Change vs previous 13F +289,425 shares

    0.17% of the 13F portfolio, value $10,413,108.

    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 924,224 shares
    Change vs previous 13F -235,827 shares

    0.14% of the 13F portfolio, value $8,068,476.

    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 1,160,051 shares
    Change vs previous 13F +733,431 shares

    0.17% of the 13F portfolio, value $10,115,645.

    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 426,620 shares
    Change vs previous 13F -128,418 shares

    0.07% of the 13F portfolio, value $3,664,666.

    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 555,038 shares
    Change vs previous 13F +27,763 shares

    0.09% of the 13F portfolio, value $4,912,086.

    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 527,275 shares
    Change vs previous 13F +123,183 shares

    0.09% of the 13F portfolio, value $4,766,566.

    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 404,092 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,024,756.

    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).