Advisors Capital Management, LLC: USIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on USIG, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 408,723 USIG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 408,723 sharesChange vs previous 13F +26,609 shares
0.22% of the 13F portfolio, value $20,963,402.
13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 382,114 sharesChange vs previous 13F +27,471 shares
0.23% of the 13F portfolio, value $19,575,700.
13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 354,643 sharesChange vs previous 13F +25,013 shares
0.22% of the 13F portfolio, value $18,359,868.
13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 329,630 sharesChange vs previous 13F +29,119 shares
0.21% of the 13F portfolio, value $17,213,278.
13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 300,511 sharesChange vs previous 13F +44,427 shares
0.21% of the 13F portfolio, value $15,458,286.
13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 256,084 sharesChange vs previous 13F -48,499 shares
0.2% of the 13F portfolio, value $13,080,770.
13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 304,583 sharesChange vs previous 13F +29,200 shares
0.24% of the 13F portfolio, value $15,314,433.
13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 275,383 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $14,480,000.
13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).