Skip to content
Disclosery

Advisors Capital Management, LLC: SPTM position timeline

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

Advisors Capital Management, LLC held 679,939 SPTM 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 679,939 shares
    Change vs previous 13F +30,684 shares

    0.65% of the 13F portfolio, value $61,731,686.

    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 649,255 shares
    Change vs previous 13F +19,834 shares

    0.6% of the 13F portfolio, value $51,330,101.

    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 629,421 shares
    Change vs previous 13F +31,103 shares

    0.61% of the 13F portfolio, value $51,927,306.

    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 598,318 shares
    Change vs previous 13F +45,626 shares

    0.6% of the 13F portfolio, value $48,254,415.

    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 552,692 shares
    Change vs previous 13F +52,855 shares

    0.57% of the 13F portfolio, value $41,391,122.

    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 499,837 shares
    Change vs previous 13F +120,860 shares

    0.53% of the 13F portfolio, value $33,993,951.

    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 378,977 shares
    Change vs previous 13F +36,576 shares

    0.43% of the 13F portfolio, value $27,070,332.

    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 342,401 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $23,989,000.

    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).