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Advisors Capital Management, LLC: SPIB position timeline

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

Advisors Capital Management, LLC held 1,042,579 SPIB 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 1,042,579 shares
    Change vs previous 13F +43,047 shares

    0.37% of the 13F portfolio, value $34,884,722.

    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 999,532 shares
    Change vs previous 13F +11,862 shares

    0.39% of the 13F portfolio, value $33,524,333.

    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 987,670 shares
    Change vs previous 13F +127,167 shares

    0.39% of the 13F portfolio, value $33,393,153.

    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 860,503 shares
    Change vs previous 13F +37,239 shares

    0.36% of the 13F portfolio, value $29,162,446.

    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 823,264 shares
    Change vs previous 13F +728 shares

    0.38% of the 13F portfolio, value $27,645,211.

    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 822,536 shares
    Change vs previous 13F +22,494 shares

    0.42% of the 13F portfolio, value $27,341,100.

    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 800,042 shares
    Change vs previous 13F +1,955 shares

    0.41% of the 13F portfolio, value $26,209,381.

    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 798,087 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $26,904,000.

    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).