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Disclosery

ADVISORY RESEARCH INC: SSB position timeline

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

ADVISORY RESEARCH INC held 46,447 SSB 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 46,447 shares
    Change vs previous 13F -641 shares

    0.46% of the 13F portfolio, value $4,640,055.

    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 47,088 shares
    Change vs previous 13F -197 shares

    0.54% of the 13F portfolio, value $4,356,582.

    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 47,285 shares
    Change vs previous 13F -585 shares

    0.56% of the 13F portfolio, value $4,449,992.

    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 47,870 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,732,933.

    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).