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Advisors Capital Management, LLC: VYM position timeline

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

Advisors Capital Management, LLC held 30,489 VYM 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 30,489 shares
    Change vs previous 13F +671 shares

    0.05% of the 13F portfolio, value $4,818,214.

    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 29,818 shares
    Change vs previous 13F +770 shares

    0.05% of the 13F portfolio, value $4,416,105.

    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 29,048 shares
    Change vs previous 13F +719 shares

    0.05% of the 13F portfolio, value $4,168,998.

    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 28,329 shares
    Change vs previous 13F +2,691 shares

    0.05% of the 13F portfolio, value $3,993,023.

    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 25,638 shares
    Change vs previous 13F -8,455 shares

    0.05% of the 13F portfolio, value $3,417,872.

    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 34,093 shares
    Change vs previous 13F +1,046 shares

    0.07% of the 13F portfolio, value $4,396,698.

    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 33,047 shares
    Change vs previous 13F +491 shares

    0.07% of the 13F portfolio, value $4,216,516.

    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 32,556 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,174,000.

    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).