Manager × security

ADVISORY RESEARCH INC BELFB holdings history

Who else holds this security?

BEL FUSE INC-CL B · CUSIP 077347300 · CIK 902584

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, ADVISORY RESEARCH INC reported 117.90K BELFB (shares), valued at $39.26M, or 3.92% of its reported non-derivative portfolio. Filed 2026-08-13.

Verify history & sources
Portfolio weight and quantity history
Reported portfolio weight
3.92%
Shares
117.90K
117,896
Reported value
$39.26M
USD

Shares decreased 1.23%; reported value increased 66.15%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20263.92%117,896SEC filingFiled Aug 13, 2026
Q1 20262.91%119,364SEC filingFiled May 14, 2026
Q4 20252.87%134,790SEC filingFiled Feb 13, 2026
Q3 20253.58%193,560SEC filingFiled Nov 13, 2025
Q2 20255.87%390,858SEC filingFiled Aug 13, 2025
Q1 20254.95%375,089SEC filingFiled May 14, 2025
Q4 20244.30%313,446SEC filingFiled Feb 13, 2025
Q3 20243.43%245,986SEC filingFiled Nov 14, 2024
Q2 20242.94%239,390SEC filingFiled Aug 13, 2024
Q1 20242.87%239,090SEC filingFiled May 14, 2024
Q4 20231.96%190,186SEC filingFiled Feb 13, 2024
Q3 20230.16%24,386SEC filingFiled Nov 13, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.16%24,386$1.16MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 13, 2023
Q4 20231.96%190,186$12.70MShares increased 679.90%; reported value increased 991.24%, and weight changed +1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 13, 2024
Q1 20242.87%239,090$14.42MShares increased 25.71%; reported value increased 13.55%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 14, 2024
Q2 20242.94%239,390$15.62MShares increased 0.13%; reported value increased 8.31%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 13, 2024
Q3 20243.43%245,986$19.31MShares increased 2.76%; reported value increased 23.66%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 14, 2024
Q4 20244.30%313,446$25.85MShares increased 27.42%; reported value increased 33.85%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 13, 2025
Q1 20254.95%375,089$28.08MShares increased 19.67%; reported value increased 8.62%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 14, 2025
Q2 20255.87%390,858$38.18MShares increased 4.20%; reported value increased 35.98%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 13, 2025
Q3 20253.58%193,560$27.30MShares decreased 50.48%; reported value decreased 28.51%, and weight changed -2.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 13, 2025
Q4 20252.87%134,790$22.86MShares decreased 30.36%; reported value decreased 16.23%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 13, 2026
Q1 20262.91%119,364$23.63MShares decreased 11.44%; reported value increased 3.36%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 14, 2026
Q2 20263.92%117,896$39.26MShares decreased 1.23%; reported value increased 66.15%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 13, 2026
ADVISORY RESEARCH INC · BEL FUSE INC-CL B

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"902584","quarter":"2026Q2","cusip":"077347300"}

get_institutional_manager_history
{"cik":"902584","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.