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Advisors Capital Management, LLC: SPY position timeline

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

Advisors Capital Management, LLC held 21,285 SPY 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 21,285 shares
    Change vs previous 13F +288 shares

    0.17% of the 13F portfolio, value $15,895,675.

    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 20,997 shares
    Change vs previous 13F -51,427 shares

    0.16% of the 13F portfolio, value $13,655,199.

    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 72,424 shares
    Change vs previous 13F +50,108 shares

    0.58% of the 13F portfolio, value $49,387,944.

    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 22,316 shares
    Change vs previous 13F -420 shares

    0.18% of the 13F portfolio, value $14,866,623.

    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 22,736 shares
    Change vs previous 13F +2,410 shares

    0.19% of the 13F portfolio, value $14,047,548.

    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 20,326 shares
    Change vs previous 13F -20,537 shares

    0.18% of the 13F portfolio, value $11,370,711.

    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 40,863 shares
    Change vs previous 13F +12,816 shares

    0.38% of the 13F portfolio, value $23,949,342.

    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 28,047 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $16,092,000.

    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).