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Advisors Capital Management, LLC: CB position timeline

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

Advisors Capital Management, LLC held 97,472 CB 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 97,472 shares
    Change vs previous 13F +2,133 shares

    0.35% of the 13F portfolio, value $33,212,694.

    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 95,339 shares
    Change vs previous 13F +5,062 shares

    0.36% of the 13F portfolio, value $31,073,999.

    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 90,277 shares
    Change vs previous 13F +4,531 shares

    0.33% of the 13F portfolio, value $28,177,464.

    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 85,746 shares
    Change vs previous 13F +81,471 shares

    0.3% of the 13F portfolio, value $24,202,054.

    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 4,275 shares
    Change vs previous 13F +452 shares

    0.02% of the 13F portfolio, value $1,238,609.

    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 3,823 shares
    Change vs previous 13F +191 shares

    0.02% of the 13F portfolio, value $1,154,514.

    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 3,632 shares
    Change vs previous 13F +329 shares

    0.02% of the 13F portfolio, value $1,003,716.

    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 3,303 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $953,000.

    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).