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Disclosery

ADVISORY RESEARCH INC: PI position timeline

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

ADVISORY RESEARCH INC held 0 PI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,873 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,873 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $673,941.

    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).

  3. period ended2025-09-30
    13F 3,679 shares
    Change vs previous 13F -3,445 shares

    0.09% of the 13F portfolio, value $664,979.

    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).

  4. period ended2025-06-30
    13F 7,124 shares
    Change vs previous 13F +498 shares

    0.12% of the 13F portfolio, value $791,263.

    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).

  5. period ended2025-03-31
    13F 6,626 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $600,978.

    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).

  6. period ended2024-12-31
    13F 6,609 shares
    Change vs previous 13F +20 shares

    0.16% of the 13F portfolio, value $960,023.

    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).

  7. period ended2024-09-30
    13F 6,589 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,426,650.

    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).