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Disclosery

Advisors Capital Management, LLC: SFY position timeline

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

Advisors Capital Management, LLC held 65,564 SFY 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 65,564 shares
    Change vs previous 13F +7,762 shares

    0.1% of the 13F portfolio, value $9,760,604.

    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 57,802 shares
    Change vs previous 13F -78,726 shares

    0.08% of the 13F portfolio, value $7,214,892.

    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 136,528 shares
    Change vs previous 13F +25,534 shares

    0.21% of the 13F portfolio, value $18,043,661.

    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 110,994 shares
    Change vs previous 13F +26,713 shares

    0.18% of the 13F portfolio, value $14,339,323.

    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 84,281 shares
    Change vs previous 13F +40,824 shares

    0.14% of the 13F portfolio, value $9,956,122.

    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 43,457 shares
    Change vs previous 13F +37,457 shares

    0.07% of the 13F portfolio, value $4,429,137.

    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 6,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $653,040.

    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).