Skip to content
Disclosery

ADVISORY RESEARCH INC: AX position timeline

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

ADVISORY RESEARCH INC held 17,011 AX 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 17,011 shares
    Change vs previous 13F +94 shares

    0.17% of the 13F portfolio, value $1,656,701.

    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 16,917 shares
    Change vs previous 13F -12,082 shares

    0.18% of the 13F portfolio, value $1,439,468.

    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 28,999 shares
    Change vs previous 13F +1,530 shares

    0.31% of the 13F portfolio, value $2,498,554.

    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 27,469 shares
    Change vs previous 13F +1,024 shares

    0.31% of the 13F portfolio, value $2,325,251.

    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 26,445 shares
    Change vs previous 13F +6,075 shares

    0.31% of the 13F portfolio, value $2,010,878.

    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 20,370 shares
    Change vs previous 13F +55 shares

    0.23% of the 13F portfolio, value $1,314,272.

    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 20,315 shares
    Change vs previous 13F +8,255 shares

    0.24% of the 13F portfolio, value $1,419,003.

    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 12,060 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $758,333.

    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).