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Advisors Capital Management, LLC: FSV position timeline

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

Advisors Capital Management, LLC held 34,401 FSV 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 34,401 shares
    Change vs previous 13F +7,107 shares

    0.05% of the 13F portfolio, value $4,888,829.

    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 27,294 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $3,792,346.

    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 27,349 shares
    Change vs previous 13F +1,937 shares

    0.05% of the 13F portfolio, value $4,253,622.

    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 25,412 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $4,840,789.

    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 25,350 shares
    Change vs previous 13F +2,706 shares

    0.06% of the 13F portfolio, value $4,426,735.

    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 22,644 shares
    Change vs previous 13F +89 shares

    0.06% of the 13F portfolio, value $3,757,879.

    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 22,555 shares
    Change vs previous 13F +233 shares

    0.06% of the 13F portfolio, value $4,083,062.

    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 22,322 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,073,000.

    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).