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Disclosery

Advisors Capital Management, LLC: POOL position timeline

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

Advisors Capital Management, LLC held 29,078 POOL 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 29,078 shares
    Change vs previous 13F -895 shares

    0.07% of the 13F portfolio, value $6,248,978.

    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 29,973 shares
    Change vs previous 13F -359 shares

    0.07% of the 13F portfolio, value $6,064,577.

    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 30,332 shares
    Change vs previous 13F -30,265 shares

    0.08% of the 13F portfolio, value $6,938,449.

    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 60,597 shares
    Change vs previous 13F +707 shares

    0.23% of the 13F portfolio, value $18,789,376.

    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 59,890 shares
    Change vs previous 13F +5,276 shares

    0.24% of the 13F portfolio, value $17,456,852.

    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 54,614 shares
    Change vs previous 13F +4,351 shares

    0.27% of the 13F portfolio, value $17,386,642.

    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 50,263 shares
    Change vs previous 13F +246 shares

    0.27% of the 13F portfolio, value $17,136,912.

    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 50,017 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $18,847,000.

    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).