Skip to content
Disclosery

Advisors Capital Management, LLC: IWB position timeline

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

Advisors Capital Management, LLC held 4,664 IWB 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 4,664 shares
    Change vs previous 13F -72 shares

    0.02% of the 13F portfolio, value $1,909,951.

    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 4,736 shares
    Change vs previous 13F -246 shares

    0.02% of the 13F portfolio, value $1,688,797.

    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 4,982 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $1,860,692.

    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 5,327 shares
    Change vs previous 13F +786 shares

    0.02% of the 13F portfolio, value $1,947,034.

    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 4,541 shares
    Change vs previous 13F +465 shares

    0.02% of the 13F portfolio, value $1,541,993.

    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 4,076 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $1,250,371.

    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 4,318 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $1,391,254.

    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 4,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,351,000.

    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).