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Advisors Capital Management, LLC: IBDV position timeline

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

Advisors Capital Management, LLC held 1,038,921 IBDV 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 1,038,921 shares
    Change vs previous 13F +59,537 shares

    0.24% of the 13F portfolio, value $22,648,482.

    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 979,384 shares
    Change vs previous 13F +32,328 shares

    0.25% of the 13F portfolio, value $21,438,732.

    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 947,056 shares
    Change vs previous 13F +52,083 shares

    0.25% of the 13F portfolio, value $20,901,526.

    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 894,973 shares
    Change vs previous 13F +57,352 shares

    0.25% of the 13F portfolio, value $19,823,669.

    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 837,621 shares
    Change vs previous 13F +51,757 shares

    0.25% of the 13F portfolio, value $18,410,920.

    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 785,864 shares
    Change vs previous 13F +47,530 shares

    0.26% of the 13F portfolio, value $17,068,976.

    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 738,334 shares
    Change vs previous 13F +23,350 shares

    0.25% of the 13F portfolio, value $15,770,816.

    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 714,984 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $15,851,000.

    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).