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ADVISORY RESEARCH INC: DAC position timeline

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

ADVISORY RESEARCH INC held 47,412 DAC 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 47,412 shares
    Change vs previous 13F +5 shares

    0.58% of the 13F portfolio, value $5,801,806.

    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 47,407 shares
    Change vs previous 13F +7,759 shares

    0.66% of the 13F portfolio, value $5,339,924.

    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 39,648 shares
    Change vs previous 13F +921 shares

    0.47% of the 13F portfolio, value $3,734,049.

    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 38,727 shares
    Change vs previous 13F +1,912 shares

    0.46% of the 13F portfolio, value $3,478,072.

    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 36,815 shares
    Change vs previous 13F +12,341 shares

    0.49% of the 13F portfolio, value $3,174,926.

    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 24,474 shares
    Change vs previous 13F +1,358 shares

    0.34% of the 13F portfolio, value $1,909,706.

    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 23,116 shares
    Change vs previous 13F +207 shares

    0.31% of the 13F portfolio, value $1,850,898.

    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 22,909 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,987,127.

    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).