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
- period ended2026-06-3013F 3,553 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,915 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,378 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,509 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,231 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 55,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,315 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 55,776 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).