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Advisors Capital Management, LLC: UBS position timeline

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

Advisors Capital Management, LLC held 34,052 UBS 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 34,052 shares
    Change vs previous 13F -35,904 shares

    0.02% of the 13F portfolio, value $1,687,631.

    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 69,956 shares
    Change vs previous 13F +4,993 shares

    0.03% of the 13F portfolio, value $2,733,192.

    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 64,963 shares
    Change vs previous 13F +4,271 shares

    0.04% of the 13F portfolio, value $3,008,472.

    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 60,692 shares
    Change vs previous 13F +8,044 shares

    0.03% of the 13F portfolio, value $2,488,409.

    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 52,648 shares
    Change vs previous 13F +16,102 shares

    0.02% of the 13F portfolio, value $1,780,586.

    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 36,546 shares
    Change vs previous 13F -4,339 shares

    0.02% of the 13F portfolio, value $1,119,412.

    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 40,885 shares
    Change vs previous 13F +15,477 shares

    0.02% of the 13F portfolio, value $1,239,655.

    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 25,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $785,000.

    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).