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Advisors Capital Management, LLC: VLTO position timeline

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

Advisors Capital Management, LLC held 3,553 VLTO 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 3,553 shares
    Change vs previous 13F -362 shares

    <0.01% of the 13F portfolio, value $315,159.

    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 3,915 shares
    Change vs previous 13F -463 shares

    <0.01% of the 13F portfolio, value $346,218.

    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 4,378 shares
    Change vs previous 13F -51,131 shares

    0.01% of the 13F portfolio, value $436,894.

    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 55,509 shares
    Change vs previous 13F +278 shares

    0.07% of the 13F portfolio, value $5,917,896.

    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 55,231 shares
    Change vs previous 13F -424 shares

    0.08% of the 13F portfolio, value $5,575,577.

    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 55,655 shares
    Change vs previous 13F +340 shares

    0.08% of the 13F portfolio, value $5,423,603.

    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 55,315 shares
    Change vs previous 13F -461 shares

    0.09% of the 13F portfolio, value $5,633,839.

    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 55,776 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,239,000.

    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).