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Advisors Capital Management, LLC: SJM position timeline

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

Advisors Capital Management, LLC held 447,771 SJM 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 447,771 shares
    Change vs previous 13F +13,399 shares

    0.53% of the 13F portfolio, value $50,374,315.

    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 434,372 shares
    Change vs previous 13F +177,330 shares

    0.49% of the 13F portfolio, value $41,890,930.

    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 257,042 shares
    Change vs previous 13F -26,048 shares

    0.3% of the 13F portfolio, value $25,141,359.

    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 283,090 shares
    Change vs previous 13F +12,699 shares

    0.38% of the 13F portfolio, value $30,743,661.

    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 270,391 shares
    Change vs previous 13F +15,908 shares

    0.36% of the 13F portfolio, value $26,552,423.

    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 254,483 shares
    Change vs previous 13F +17,539 shares

    0.47% of the 13F portfolio, value $30,133,371.

    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 236,944 shares
    Change vs previous 13F +6,309 shares

    0.41% of the 13F portfolio, value $26,092,292.

    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 230,635 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $27,930,000.

    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).