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Disclosery

ADVISORY RESEARCH INC: EXP position timeline

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

ADVISORY RESEARCH INC held 12,588 EXP 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 12,588 shares
    Change vs previous 13F -423 shares

    0.28% of the 13F portfolio, value $2,832,300.

    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 13,011 shares
    Change vs previous 13F -165 shares

    0.3% of the 13F portfolio, value $2,464,934.

    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 13,176 shares
    Change vs previous 13F -768 shares

    0.34% of the 13F portfolio, value $2,723,216.

    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 13,944 shares
    Change vs previous 13F -35,000 shares

    0.43% of the 13F portfolio, value $3,249,510.

    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 48,944 shares
    Change vs previous 13F +37,905 shares

    1.52% of the 13F portfolio, value $9,892,071.

    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 11,039 shares
    Change vs previous 13F +1,784 shares

    0.43% of the 13F portfolio, value $2,449,885.

    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 9,255 shares
    Change vs previous 13F +20 shares

    0.38% of the 13F portfolio, value $2,283,764.

    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 9,235 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,656,448.

    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).