Advisors Capital Management, LLC: WHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on WHR, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 0 WHR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -318,444 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 318,444 sharesChange vs previous 13F +6,205 shares
0.2% of the 13F portfolio, value $17,170,549.
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 312,239 sharesChange vs previous 13F +11,963 shares
0.26% of the 13F portfolio, value $22,524,942.
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 300,276 sharesChange vs previous 13F +7,851 shares
0.29% of the 13F portfolio, value $23,601,763.
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 292,425 sharesChange vs previous 13F +122,493 shares
0.41% of the 13F portfolio, value $29,657,767.
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 169,932 sharesChange vs previous 13F +3,376 shares
0.24% of the 13F portfolio, value $15,316,044.
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 166,556 sharesChange vs previous 13F +49,121 shares
0.3% of the 13F portfolio, value $19,067,433.
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 117,435 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $12,566,000.
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).