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Disclosery

ADVISORY RESEARCH INC: SR position timeline

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

ADVISORY RESEARCH INC held 19,063 SR 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 19,063 shares
    Change vs previous 13F +111 shares

    0.15% of the 13F portfolio, value $1,488,630.

    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 18,952 shares
    Change vs previous 13F +12,655 shares

    0.21% of the 13F portfolio, value $1,715,914.

    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 6,297 shares
    Change vs previous 13F +334 shares

    0.07% of the 13F portfolio, value $520,762.

    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 5,963 shares
    Change vs previous 13F +239 shares

    0.06% of the 13F portfolio, value $486,104.

    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 5,724 shares
    Change vs previous 13F +415 shares

    0.06% of the 13F portfolio, value $417,795.

    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 5,309 shares
    Change vs previous 13F +15 shares

    0.07% of the 13F portfolio, value $415,429.

    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 5,294 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $359,092.

    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 5,265 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $354,282.

    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).