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Disclosery

Advisors Capital Management, LLC: IGV position timeline

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

Advisors Capital Management, LLC held 146,889 IGV 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 146,889 shares
    Change vs previous 13F +106,042 shares

    0.14% of the 13F portfolio, value $13,308,143.

    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 40,847 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,269,802.

    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).