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Advisors Capital Management, LLC: SGOV position timeline

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

Advisors Capital Management, LLC held 38,812 SGOV 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 38,812 shares
    Change vs previous 13F -200,363 shares

    0.04% of the 13F portfolio, value $3,907,252.

    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 239,175 shares
    Change vs previous 13F -99,287 shares

    0.28% of the 13F portfolio, value $24,075,405.

    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 338,462 shares
    Change vs previous 13F -368,768 shares

    0.4% of the 13F portfolio, value $33,974,888.

    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 707,230 shares
    Change vs previous 13F -223,757 shares

    0.88% of the 13F portfolio, value $71,218,063.

    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 930,987 shares
    Change vs previous 13F +280,493 shares

    1.28% of the 13F portfolio, value $93,741,125.

    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 650,494 shares
    Change vs previous 13F +357,756 shares

    1.01% of the 13F portfolio, value $65,440,067.

    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 292,738 shares
    Change vs previous 13F -28,654 shares

    0.46% of the 13F portfolio, value $29,367,557.

    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 321,392 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $32,371,000.

    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).