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
- period ended2026-06-3013F 447,771 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 434,372 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 257,042 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 283,090 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 270,391 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 254,483 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 236,944 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 230,635 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).