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Advisors Capital Management, LLC: ALLE position timeline

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

Advisors Capital Management, LLC held 71,928 ALLE 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 71,928 shares
    Change vs previous 13F -2,131 shares

    0.11% of the 13F portfolio, value $10,105,216.

    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 74,059 shares
    Change vs previous 13F -42 shares

    0.13% of the 13F portfolio, value $10,760,133.

    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 74,101 shares
    Change vs previous 13F +2,427 shares

    0.14% of the 13F portfolio, value $11,798,392.

    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 71,674 shares
    Change vs previous 13F +604 shares

    0.16% of the 13F portfolio, value $12,711,394.

    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 71,070 shares
    Change vs previous 13F -243 shares

    0.14% of the 13F portfolio, value $10,242,720.

    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 71,313 shares
    Change vs previous 13F +1,536 shares

    0.14% of the 13F portfolio, value $9,303,532.

    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 69,777 shares
    Change vs previous 13F +292 shares

    0.14% of the 13F portfolio, value $9,118,570.

    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 69,485 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,127,000.

    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).