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Advisors Asset Management, Inc.: XSSPX position timeline

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

Advisors Asset Management, Inc. held 1,233,884 XSSPX 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 1,233,884 shares
    Change vs previous 13F +39,836 shares

    0.35% of the 13F portfolio, value $22,999,596.

    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 1,194,048 shares
    Change vs previous 13F +1,138,830 shares

    0.32% of the 13F portfolio, value $19,188,351.

    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 55,218 shares
    Change vs previous 13F -6,680 shares

    0.02% of the 13F portfolio, value $996,133.

    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 61,898 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $1,082,596.

    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 61,993 shares
    Change vs previous 13F -384 shares

    0.02% of the 13F portfolio, value $1,099,756.

    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 62,377 shares
    Change vs previous 13F -108 shares

    0.02% of the 13F portfolio, value $1,054,171.

    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 62,485 shares
    Change vs previous 13F -1,216 shares

    0.02% of the 13F portfolio, value $1,109,109.

    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 63,701 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,068,903.

    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).