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Advisors Asset Management, Inc.: XSCDX position timeline

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

Advisors Asset Management, Inc. held 148,994 XSCDX 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 148,994 shares
    Change vs previous 13F +24,321 shares

    0.04% of the 13F portfolio, value $2,331,756.

    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 124,673 shares
    Change vs previous 13F -63,444 shares

    0.03% of the 13F portfolio, value $1,861,368.

    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 188,117 shares
    Change vs previous 13F -87,448 shares

    0.05% of the 13F portfolio, value $2,786,013.

    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 275,565 shares
    Change vs previous 13F -78,239 shares

    0.07% of the 13F portfolio, value $4,279,524.

    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 353,804 shares
    Change vs previous 13F -89,294 shares

    0.1% of the 13F portfolio, value $5,519,342.

    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 443,098 shares
    Change vs previous 13F -8,852 shares

    0.13% of the 13F portfolio, value $7,058,551.

    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 451,950 shares
    Change vs previous 13F -63,494 shares

    0.14% of the 13F portfolio, value $7,773,540.

    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 515,444 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,066,660.

    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).