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Aptus Capital Advisors, LLC: ACIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on ACIO, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 18,591,361 ACIO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,591,361 shares
    Change vs previous 13F +2,331,679 shares

    6.27% of the 13F portfolio, value $857,805,410.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    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 16,259,682 shares
    Change vs previous 13F +1,008,407 shares

    5.74% of the 13F portfolio, value $682,256,249.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    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 15,251,275 shares
    Change vs previous 13F +1,456,136 shares

    5.66% of the 13F portfolio, value $666,480,726.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    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 13,795,139 shares
    Change vs previous 13F -235,321 shares

    5.47% of the 13F portfolio, value $599,122,875.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    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 14,030,460 shares
    Change vs previous 13F +1,217,144 shares

    5.74% of the 13F portfolio, value $580,861,024.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    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 12,813,316 shares
    Change vs previous 13F -38,151 shares

    5.62% of the 13F portfolio, value $495,747,215.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    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 12,851,467 shares
    Change vs previous 13F +2,858,183 shares

    6.16% of the 13F portfolio, value $517,143,019.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    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 9,993,284 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $397,133,107.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).