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Advisors Capital Management, LLC: A position timeline

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

Advisors Capital Management, LLC held 62,474 A shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,474 shares
    Change vs previous 13F +1,002 shares

    0.09% of the 13F portfolio, value $8,298,520.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 61,472 shares
    Change vs previous 13F -414 shares

    0.08% of the 13F portfolio, value $7,006,606.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 61,886 shares
    Change vs previous 13F -397 shares

    0.1% of the 13F portfolio, value $8,420,857.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 62,283 shares
    Change vs previous 13F +1,180 shares

    0.1% of the 13F portfolio, value $7,994,032.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 61,103 shares
    Change vs previous 13F -1,167 shares

    0.1% of the 13F portfolio, value $7,210,800.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 62,270 shares
    Change vs previous 13F +1,784 shares

    0.11% of the 13F portfolio, value $7,284,416.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 60,486 shares
    Change vs previous 13F +333 shares

    0.13% of the 13F portfolio, value $8,125,745.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 60,153 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,932,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).