Advisors Capital Management, LLC: DOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on DOW, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 468,547 DOW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 468,547 sharesChange vs previous 13F -679,109 shares
0.14% of the 13F portfolio, value $12,819,472.
13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,147,656 sharesChange vs previous 13F +106,463 shares
0.56% of the 13F portfolio, value $47,799,892.
13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,041,193 sharesChange vs previous 13F +77,669 shares
0.29% of the 13F portfolio, value $24,343,101.
13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 963,524 sharesChange vs previous 13F +246,484 shares
0.27% of the 13F portfolio, value $22,093,607.
13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 717,040 sharesChange vs previous 13F +68,106 shares
0.26% of the 13F portfolio, value $18,987,234.
13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 648,934 sharesChange vs previous 13F +125,298 shares
0.35% of the 13F portfolio, value $22,660,807.
13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 523,636 sharesChange vs previous 13F -10,738 shares
0.33% of the 13F portfolio, value $21,013,532.
13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 534,374 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $29,193,000.
13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).