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ADVISORY RESEARCH INC: FERG position timeline

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

ADVISORY RESEARCH INC held 33,184 FERG 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 33,184 shares
    Change vs previous 13F +1,318 shares

    0.79% of the 13F portfolio, value $7,875,559.

    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 31,866 shares
    Change vs previous 13F -82 shares

    0.91% of the 13F portfolio, value $7,433,063.

    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 31,948 shares
    Change vs previous 13F -861 shares

    0.89% of the 13F portfolio, value $7,112,481.

    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 32,809 shares
    Change vs previous 13F +2,152 shares

    0.97% of the 13F portfolio, value $7,368,282.

    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 30,657 shares
    Change vs previous 13F +4,062 shares

    1.03% of the 13F portfolio, value $6,675,507.

    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 26,595 shares
    Change vs previous 13F -53 shares

    0.75% of the 13F portfolio, value $4,261,277.

    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 26,648 shares
    Change vs previous 13F +1,087 shares

    0.77% of the 13F portfolio, value $4,625,250.

    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 25,561 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,075,598.

    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).