Skip to content
Disclosery

Advisors Capital Management, LLC: IWR position timeline

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

Advisors Capital Management, LLC held 12,992 IWR 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 12,992 shares
    Change vs previous 13F +1,030 shares

    0.02% of the 13F portfolio, value $1,433,307.

    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 11,962 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,163,098.

    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 11,946 shares
    Change vs previous 13F +1,838 shares

    0.01% of the 13F portfolio, value $1,150,070.

    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 10,108 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $976,001.

    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 10,148 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $933,385.

    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 10,175 shares
    Change vs previous 13F -862 shares

    0.01% of the 13F portfolio, value $865,663.

    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 11,037 shares
    Change vs previous 13F +2,357 shares

    0.02% of the 13F portfolio, value $975,735.

    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 8,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $765,000.

    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).