Skip to content
Disclosery

Advisors Capital Management, LLC: WSO position timeline

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

Advisors Capital Management, LLC held 19,883 WSO 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 19,883 shares
    Change vs previous 13F -363 shares

    0.09% of the 13F portfolio, value $8,286,230.

    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 20,246 shares
    Change vs previous 13F +105 shares

    0.09% of the 13F portfolio, value $7,365,413.

    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 20,141 shares
    Change vs previous 13F +1,098 shares

    0.08% of the 13F portfolio, value $6,786,626.

    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 19,043 shares
    Change vs previous 13F +990 shares

    0.1% of the 13F portfolio, value $7,699,167.

    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 18,053 shares
    Change vs previous 13F +1,483 shares

    0.11% of the 13F portfolio, value $7,972,737.

    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 16,570 shares
    Change vs previous 13F +70 shares

    0.13% of the 13F portfolio, value $8,422,894.

    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 16,500 shares
    Change vs previous 13F +134 shares

    0.12% of the 13F portfolio, value $7,819,198.

    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 16,366 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,050,000.

    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).