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Advisors Capital Management, LLC: IVV position timeline

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

Advisors Capital Management, LLC held 199,270 IVV 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 199,270 shares
    Change vs previous 13F +8,723 shares

    1.58% of the 13F portfolio, value $149,231,840.

    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 190,547 shares
    Change vs previous 13F +8,289 shares

    1.45% of the 13F portfolio, value $124,467,592.

    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 182,258 shares
    Change vs previous 13F +10,867 shares

    1.47% of the 13F portfolio, value $124,836,202.

    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 171,391 shares
    Change vs previous 13F +13,300 shares

    1.42% of the 13F portfolio, value $114,712,605.

    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 158,091 shares
    Change vs previous 13F +17,035 shares

    1.34% of the 13F portfolio, value $98,158,961.

    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 141,056 shares
    Change vs previous 13F +18,743 shares

    1.23% of the 13F portfolio, value $79,259,391.

    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 122,313 shares
    Change vs previous 13F +13,604 shares

    1.13% of the 13F portfolio, value $72,003,363.

    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 108,709 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $62,706,000.

    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).