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Advisors Capital Management, LLC: IBDW position timeline

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

Advisors Capital Management, LLC held 1,859,275 IBDW 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 1,859,275 shares
    Change vs previous 13F +110,013 shares

    0.41% of the 13F portfolio, value $38,747,308.

    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 1,749,262 shares
    Change vs previous 13F +85,144 shares

    0.43% of the 13F portfolio, value $36,612,063.

    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 1,664,118 shares
    Change vs previous 13F +90,697 shares

    0.41% of the 13F portfolio, value $35,196,099.

    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 1,573,421 shares
    Change vs previous 13F +118,681 shares

    0.41% of the 13F portfolio, value $33,387,994.

    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 1,454,740 shares
    Change vs previous 13F +126,136 shares

    0.42% of the 13F portfolio, value $30,607,749.

    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 1,328,604 shares
    Change vs previous 13F +99,645 shares

    0.43% of the 13F portfolio, value $27,568,548.

    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 1,228,959 shares
    Change vs previous 13F +596,179 shares

    0.39% of the 13F portfolio, value $25,009,331.

    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 632,780 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $13,428,000.

    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).