Advisors Capital Management, LLC: HRB position timeline

Advisors Capital Management, LLC held 0 HRB shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -8,350 shares

   13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 8,350 shares

   Change vs previous 13F -22 shares

   0.01% of the 13F portfolio, value $422,273.

   13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 8,372 shares

   Change vs previous 13F +97 shares

   0.01% of the 13F portfolio, value $459,593.

   13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 8,275 shares

   Change vs previous 13F +14 shares

   0.01% of the 13F portfolio, value $454,430.

   13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
   Filed 2025-05-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 8,261 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $436,561.

   13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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