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Advisors Capital Management, LLC: PM position timeline

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

Advisors Capital Management, LLC held 674,460 PM 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 674,460 shares
    Change vs previous 13F -90,893 shares

    1.29% of the 13F portfolio, value $122,016,651.

    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 765,353 shares
    Change vs previous 13F +35,171 shares

    1.47% of the 13F portfolio, value $126,543,497.

    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 730,182 shares
    Change vs previous 13F +31,290 shares

    1.38% of the 13F portfolio, value $117,121,233.

    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 698,892 shares
    Change vs previous 13F +23,939 shares

    1.4% of the 13F portfolio, value $113,360,428.

    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 674,953 shares
    Change vs previous 13F +10,875 shares

    1.68% of the 13F portfolio, value $122,929,320.

    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 664,078 shares
    Change vs previous 13F -12,546 shares

    1.63% of the 13F portfolio, value $105,409,254.

    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 676,624 shares
    Change vs previous 13F +7,465 shares

    1.28% of the 13F portfolio, value $81,431,717.

    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 669,159 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $81,236,000.

    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).