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Advisors Capital Management, LLC: OC position timeline

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

Advisors Capital Management, LLC held 53,306 OC 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 53,306 shares
    Change vs previous 13F -1,814 shares

    0.09% of the 13F portfolio, value $8,473,568.

    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 55,120 shares
    Change vs previous 13F +503 shares

    0.07% of the 13F portfolio, value $5,965,136.

    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 54,617 shares
    Change vs previous 13F +451 shares

    0.07% of the 13F portfolio, value $6,112,262.

    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 54,166 shares
    Change vs previous 13F +826 shares

    0.09% of the 13F portfolio, value $7,662,369.

    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 53,340 shares
    Change vs previous 13F +7,930 shares

    0.1% of the 13F portfolio, value $7,335,322.

    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 45,410 shares
    Change vs previous 13F +4,096 shares

    0.1% of the 13F portfolio, value $6,485,517.

    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 41,314 shares
    Change vs previous 13F +1,364 shares

    0.11% of the 13F portfolio, value $7,036,656.

    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 39,950 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,052,000.

    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).