Skip to content
Disclosery

Advisors Capital Management, LLC: IWM position timeline

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

Advisors Capital Management, LLC held 6,626 IWM 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 6,626 shares
    Change vs previous 13F +1,060 shares

    0.02% of the 13F portfolio, value $1,990,844.

    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 5,566 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $1,380,547.

    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 5,426 shares
    Change vs previous 13F +1,047 shares

    0.02% of the 13F portfolio, value $1,335,773.

    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 4,379 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $1,059,678.

    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 4,340 shares
    Change vs previous 13F +1,043 shares

    0.01% of the 13F portfolio, value $936,554.

    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 3,297 shares
    Change vs previous 13F -1,169 shares

    0.01% of the 13F portfolio, value $657,780.

    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 4,466 shares
    Change vs previous 13F +1,243 shares

    0.02% of the 13F portfolio, value $987,002.

    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 3,223 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $712,000.

    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).