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Advisors Capital Management, LLC: AVTR position timeline

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

Advisors Capital Management, LLC held 441,317 AVTR 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 441,317 shares
    Change vs previous 13F +65,070 shares

    0.05% of the 13F portfolio, value $4,369,042.

    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 376,247 shares
    Change vs previous 13F +10,325 shares

    0.03% of the 13F portfolio, value $2,949,779.

    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 365,922 shares
    Change vs previous 13F +9,082 shares

    0.05% of the 13F portfolio, value $4,193,471.

    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 356,840 shares
    Change vs previous 13F +11,456 shares

    0.06% of the 13F portfolio, value $4,453,368.

    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 345,384 shares
    Change vs previous 13F +68,211 shares

    0.06% of the 13F portfolio, value $4,648,875.

    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 277,173 shares
    Change vs previous 13F +38,942 shares

    0.07% of the 13F portfolio, value $4,492,981.

    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 238,231 shares
    Change vs previous 13F +8,660 shares

    0.08% of the 13F portfolio, value $5,019,527.

    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 229,571 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,939,000.

    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).