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Disclosery

Advisors Capital Management, LLC: VFH position timeline

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

Advisors Capital Management, LLC held 27,333 VFH 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 27,333 shares
    Change vs previous 13F -1,278 shares

    0.04% of the 13F portfolio, value $3,597,150.

    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 28,611 shares
    Change vs previous 13F +726 shares

    0.04% of the 13F portfolio, value $3,456,544.

    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 27,885 shares
    Change vs previous 13F +268 shares

    0.04% of the 13F portfolio, value $3,722,464.

    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 27,617 shares
    Change vs previous 13F -383 shares

    0.04% of the 13F portfolio, value $3,624,555.

    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 28,000 shares
    Change vs previous 13F +55 shares

    0.05% of the 13F portfolio, value $3,564,441.

    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 27,945 shares
    Change vs previous 13F -516 shares

    0.05% of the 13F portfolio, value $3,338,653.

    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 28,461 shares
    Change vs previous 13F -855 shares

    0.05% of the 13F portfolio, value $3,360,487.

    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 29,316 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,222,000.

    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).