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Advisors Asset Management, Inc.: XYZ position timeline

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

Advisors Asset Management, Inc. held 147,959 XYZ 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 147,959 shares
    Change vs previous 13F -36,550 shares

    0.17% of the 13F portfolio, value $11,244,884.

    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 184,509 shares
    Change vs previous 13F -40,973 shares

    0.18% of the 13F portfolio, value $11,103,752.

    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 225,482 shares
    Change vs previous 13F -8,956 shares

    0.25% of the 13F portfolio, value $14,676,623.

    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 234,438 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $16,942,834.

    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 234,432 shares
    Change vs previous 13F +1,743 shares

    0.29% of the 13F portfolio, value $15,924,966.

    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 232,689 shares
    Change vs previous 13F +5,310 shares

    0.24% of the 13F portfolio, value $12,641,993.

    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 227,379 shares
    Change vs previous 13F +9,989 shares

    0.36% of the 13F portfolio, value $19,324,941.

    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 217,390 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $14,593,391.

    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).