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ADVISORY RESEARCH INC: TRS position timeline

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

ADVISORY RESEARCH INC held 1,211,587 TRS 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 1,211,587 shares
    Change vs previous 13F +91,901 shares

    5.44% of the 13F portfolio, value $54,557,763.

    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 1,119,686 shares
    Change vs previous 13F +23,673 shares

    4.95% of the 13F portfolio, value $40,241,515.

    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 1,096,013 shares
    Change vs previous 13F +345,425 shares

    4.88% of the 13F portfolio, value $38,853,661.

    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 750,588 shares
    Change vs previous 13F -296,215 shares

    3.81% of the 13F portfolio, value $29,002,720.

    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 1,046,803 shares
    Change vs previous 13F +54,025 shares

    4.6% of the 13F portfolio, value $29,949,034.

    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 992,778 shares
    Change vs previous 13F +238,689 shares

    4.1% of the 13F portfolio, value $23,260,788.

    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 754,089 shares
    Change vs previous 13F +220,000 shares

    3.08% of the 13F portfolio, value $18,543,048.

    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 534,089 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $13,635,292.

    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).