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Advisors Capital Management, LLC: APPF position timeline

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

Advisors Capital Management, LLC held 20,176 APPF 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 20,176 shares
    Change vs previous 13F +352 shares

    0.03% of the 13F portfolio, value $3,235,221.

    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 19,824 shares
    Change vs previous 13F +539 shares

    0.04% of the 13F portfolio, value $3,128,623.

    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 19,285 shares
    Change vs previous 13F -266 shares

    0.05% of the 13F portfolio, value $4,486,655.

    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 19,551 shares
    Change vs previous 13F +349 shares

    0.07% of the 13F portfolio, value $5,389,428.

    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 19,202 shares
    Change vs previous 13F +1,981 shares

    0.06% of the 13F portfolio, value $4,421,837.

    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 17,221 shares
    Change vs previous 13F +5,147 shares

    0.06% of the 13F portfolio, value $3,786,897.

    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 12,074 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $2,978,897.

    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 12,067 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,841,000.

    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).