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
- period ended2026-06-3013F 10,907 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 211,894 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 206,950 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 199,413 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 194,136 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 185,017 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 182,085 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 183,273 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).