Skip to content

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

  1. period ended2026-06-30
    13F 468,547 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,147,656 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,041,193 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 963,524 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 717,040 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 648,934 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 523,636 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 534,374 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).