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Advisors Capital Management, LLC: TD position timeline

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

Advisors Capital Management, LLC held 415,292 TD 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 415,292 shares
    Change vs previous 13F -19,939 shares

    0.53% of the 13F portfolio, value $50,429,005.

    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 435,231 shares
    Change vs previous 13F -2,092 shares

    0.47% of the 13F portfolio, value $40,611,419.

    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 437,323 shares
    Change vs previous 13F +11,586 shares

    0.48% of the 13F portfolio, value $41,195,897.

    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 425,737 shares
    Change vs previous 13F +8,654 shares

    0.42% of the 13F portfolio, value $34,037,684.

    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 417,083 shares
    Change vs previous 13F +14,386 shares

    0.42% of the 13F portfolio, value $30,634,772.

    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 402,697 shares
    Change vs previous 13F +112,373 shares

    0.37% of the 13F portfolio, value $24,137,699.

    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 290,324 shares
    Change vs previous 13F -84,996 shares

    0.24% of the 13F portfolio, value $15,456,894.

    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 375,320 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $23,743,000.

    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).