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Disclosery

ADVISORY RESEARCH INC: LTM position timeline

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

ADVISORY RESEARCH INC held 274,022 LTM 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 274,022 shares
    Change vs previous 13F +175,499 shares

    1.59% of the 13F portfolio, value $15,967,262.

    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 98,523 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,870,977.

    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).