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Disclosery

Advisors Capital Management, LLC: IBDX position timeline

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

Advisors Capital Management, LLC held 859,918 IBDX 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 859,918 shares
    Change vs previous 13F +19,699 shares

    0.23% of the 13F portfolio, value $21,661,345.

    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 840,219 shares
    Change vs previous 13F +523,144 shares

    0.25% of the 13F portfolio, value $21,232,342.

    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 317,075 shares
    Change vs previous 13F +8,671 shares

    0.1% of the 13F portfolio, value $8,094,928.

    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 308,404 shares
    Change vs previous 13F +10,521 shares

    0.1% of the 13F portfolio, value $7,901,327.

    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 297,883 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,531,972.

    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).