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Disclosery

ADVISORY RESEARCH INC: ARES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORY RESEARCH INC on ARES, newest first. How the timeline and the estimate are built.

ADVISORY RESEARCH INC held 15,846 ARES shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,846 shares
    Change vs previous 13F +35 shares

    0.18% of the 13F portfolio, value $1,763,818.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 15,811 shares
    Change vs previous 13F -1,299 shares

    0.21% of the 13F portfolio, value $1,724,980.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 17,110 shares
    Change vs previous 13F +207 shares

    0.35% of the 13F portfolio, value $2,765,489.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    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 16,903 shares
    Change vs previous 13F +798 shares

    0.35% of the 13F portfolio, value $2,702,621.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    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 16,105 shares
    Change vs previous 13F +4,354 shares

    0.43% of the 13F portfolio, value $2,789,386.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    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 11,751 shares
    Change vs previous 13F +415 shares

    0.3% of the 13F portfolio, value $1,722,814.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 11,336 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $2,006,812.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    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 11,342 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,767,537.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).