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Disclosery

Advisors Capital Management, LLC: IBDU position timeline

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

Advisors Capital Management, LLC held 1,207,209 IBDU 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 1,207,209 shares
    Change vs previous 13F +70,223 shares

    0.3% of the 13F portfolio, value $27,958,967.

    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 1,136,986 shares
    Change vs previous 13F +40,049 shares

    0.31% of the 13F portfolio, value $26,446,298.

    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 1,096,937 shares
    Change vs previous 13F +87,331 shares

    0.3% of the 13F portfolio, value $25,673,818.

    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 1,009,606 shares
    Change vs previous 13F +75,101 shares

    0.29% of the 13F portfolio, value $23,695,455.

    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 934,505 shares
    Change vs previous 13F +73,791 shares

    0.3% of the 13F portfolio, value $21,802,015.

    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 860,714 shares
    Change vs previous 13F +63,333 shares

    0.31% of the 13F portfolio, value $19,908,336.

    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 797,381 shares
    Change vs previous 13F +34,279 shares

    0.29% of the 13F portfolio, value $18,180,298.

    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 763,102 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $17,941,000.

    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).