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Advisors Capital Management, LLC: XLF position timeline

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

Advisors Capital Management, LLC held 35,566 XLF 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 35,566 shares
    Change vs previous 13F -1,165 shares

    0.02% of the 13F portfolio, value $1,906,743.

    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 36,731 shares
    Change vs previous 13F -3,569 shares

    0.02% of the 13F portfolio, value $1,813,434.

    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 40,300 shares
    Change vs previous 13F +9,752 shares

    0.03% of the 13F portfolio, value $2,207,280.

    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 30,548 shares
    Change vs previous 13F +1,940 shares

    0.02% of the 13F portfolio, value $1,645,620.

    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 28,608 shares
    Change vs previous 13F +798 shares

    0.02% of the 13F portfolio, value $1,498,209.

    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 27,810 shares
    Change vs previous 13F +2,860 shares

    0.02% of the 13F portfolio, value $1,385,223.

    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 24,950 shares
    Change vs previous 13F +806 shares

    0.02% of the 13F portfolio, value $1,205,834.

    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 24,144 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,094,000.

    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).