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Disclosery

Advisors Capital Management, LLC: EVR position timeline

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

Advisors Capital Management, LLC held 20,891 EVR 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 20,891 shares
    Change vs previous 13F -750 shares

    0.08% of the 13F portfolio, value $7,133,350.

    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 21,641 shares
    Change vs previous 13F -324 shares

    0.08% of the 13F portfolio, value $6,460,299.

    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 21,965 shares
    Change vs previous 13F -179 shares

    0.09% of the 13F portfolio, value $7,473,698.

    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 22,144 shares
    Change vs previous 13F +534 shares

    0.09% of the 13F portfolio, value $7,469,731.

    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 21,610 shares
    Change vs previous 13F +1,422 shares

    0.08% of the 13F portfolio, value $5,835,206.

    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 20,188 shares
    Change vs previous 13F +3,035 shares

    0.06% of the 13F portfolio, value $4,032,032.

    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 17,153 shares
    Change vs previous 13F +888 shares

    0.07% of the 13F portfolio, value $4,754,848.

    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 16,265 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,121,000.

    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).