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Advisors Capital Management, LLC: OUT position timeline

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

Advisors Capital Management, LLC held 1,775,430 OUT 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 1,775,430 shares
    Change vs previous 13F +17,078 shares

    0.62% of the 13F portfolio, value $58,163,108.

    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 1,758,352 shares
    Change vs previous 13F -439,408 shares

    0.54% of the 13F portfolio, value $46,596,337.

    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 2,197,760 shares
    Change vs previous 13F +376 shares

    0.62% of the 13F portfolio, value $52,966,021.

    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 2,197,384 shares
    Change vs previous 13F +316,107 shares

    0.5% of the 13F portfolio, value $40,256,089.

    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 1,881,277 shares
    Change vs previous 13F +497,781 shares

    0.42% of the 13F portfolio, value $30,702,453.

    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 1,383,496 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $22,329,626.

    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).