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Advisors Capital Management, LLC: WFC position timeline

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

Advisors Capital Management, LLC held 630,111 WFC 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 630,111 shares
    Change vs previous 13F +23,275 shares

    0.55% of the 13F portfolio, value $52,072,400.

    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 606,836 shares
    Change vs previous 13F -5,548 shares

    0.56% of the 13F portfolio, value $48,310,236.

    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 612,384 shares
    Change vs previous 13F +15,523 shares

    0.67% of the 13F portfolio, value $57,074,198.

    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 596,861 shares
    Change vs previous 13F -130,900 shares

    0.62% of the 13F portfolio, value $50,028,944.

    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 727,761 shares
    Change vs previous 13F +6,830 shares

    0.8% of the 13F portfolio, value $58,308,286.

    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 720,931 shares
    Change vs previous 13F -21,330 shares

    0.8% of the 13F portfolio, value $51,755,678.

    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 742,261 shares
    Change vs previous 13F -10,298 shares

    0.82% of the 13F portfolio, value $52,136,462.

    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 752,559 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $42,512,000.

    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).