Vertex shares owned by Advisors Asset Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Advisors Asset Management
from 13F filings
Historical chart of Advisors Asset Management investment in Vertex
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Quarterly reported holdings in Vertex by Advisors Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $39k | 3.3k | 11.89 |
| 2025-12-31 | $66k | 3.3k | 19.97 |
| 2025-09-30 | $60k | 2.4k | 24.79 |
| 2025-06-30 | $77k | 2.2k | 35.34 |
| 2025-03-31 | $68k | 1.9k | 35.01 |
| 2024-12-31 | $82k | 1.5k | 53.35 |
| 2024-09-30 | $37k | 968 | 38.51 |
| 2024-06-30 | $15k | 428 | 36.05 |