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Advisors Capital Management, LLC: MTB position timeline

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

Advisors Capital Management, LLC held 10,907 MTB 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 10,907 shares
    Change vs previous 13F -200,987 shares

    0.03% of the 13F portfolio, value $2,596,179.

    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 211,894 shares
    Change vs previous 13F +4,944 shares

    0.51% of the 13F portfolio, value $43,802,825.

    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 206,950 shares
    Change vs previous 13F +7,537 shares

    0.49% of the 13F portfolio, value $41,696,325.

    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 199,413 shares
    Change vs previous 13F +5,277 shares

    0.49% of the 13F portfolio, value $39,408,180.

    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 194,136 shares
    Change vs previous 13F +9,119 shares

    0.52% of the 13F portfolio, value $37,660,466.

    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 185,017 shares
    Change vs previous 13F +2,932 shares

    0.51% of the 13F portfolio, value $33,071,803.

    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 182,085 shares
    Change vs previous 13F -1,188 shares

    0.54% of the 13F portfolio, value $34,233,866.

    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 183,273 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $32,645,000.

    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).