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Disclosery

Advisors Capital Management, LLC: WMS position timeline

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

Advisors Capital Management, LLC held 30,146 WMS 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 30,146 shares
    Change vs previous 13F -1,168 shares

    0.05% of the 13F portfolio, value $4,731,801.

    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 31,314 shares
    Change vs previous 13F +11,874 shares

    0.05% of the 13F portfolio, value $4,294,134.

    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 19,440 shares
    Change vs previous 13F -12,564 shares

    0.03% of the 13F portfolio, value $2,815,559.

    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 32,004 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,438,954.

    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).