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Advisors Asset Management, Inc.: XRMMX position timeline

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

Advisors Asset Management, Inc. held 288,741 XRMMX 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 288,741 shares
    Change vs previous 13F +62,282 shares

    0.07% of the 13F portfolio, value $4,268,747.

    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 226,459 shares
    Change vs previous 13F -1,971 shares

    0.05% of the 13F portfolio, value $3,086,636.

    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 228,430 shares
    Change vs previous 13F +123,771 shares

    0.05% of the 13F portfolio, value $3,108,932.

    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 104,659 shares
    Change vs previous 13F -6,612 shares

    0.03% of the 13F portfolio, value $1,479,878.

    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 111,271 shares
    Change vs previous 13F +95 shares

    0.03% of the 13F portfolio, value $1,492,144.

    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 111,176 shares
    Change vs previous 13F -2,040 shares

    0.03% of the 13F portfolio, value $1,592,040.

    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 113,216 shares
    Change vs previous 13F -698 shares

    0.03% of the 13F portfolio, value $1,632,009.

    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 113,914 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,830,598.

    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).