Skip to content
Disclosery

Advisors Capital Management, LLC: MO position timeline

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

Advisors Capital Management, LLC held 551,837 MO 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 551,837 shares
    Change vs previous 13F +17,165 shares

    0.42% of the 13F portfolio, value $39,704,735.

    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 534,672 shares
    Change vs previous 13F +18,523 shares

    0.41% of the 13F portfolio, value $35,283,005.

    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 516,149 shares
    Change vs previous 13F +35,876 shares

    0.35% of the 13F portfolio, value $29,761,153.

    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 480,273 shares
    Change vs previous 13F +52,235 shares

    0.39% of the 13F portfolio, value $31,726,895.

    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 428,038 shares
    Change vs previous 13F +8,716 shares

    0.34% of the 13F portfolio, value $25,095,903.

    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 419,322 shares
    Change vs previous 13F +68,063 shares

    0.39% of the 13F portfolio, value $25,167,760.

    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 351,259 shares
    Change vs previous 13F +72,617 shares

    0.29% of the 13F portfolio, value $18,367,345.

    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 278,642 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $14,222,000.

    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).