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Aptus Capital Advisors, LLC: AIQ position timeline

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

Aptus Capital Advisors, LLC held 174,713 AIQ 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 174,713 shares
    Change vs previous 13F -2,644 shares

    0.08% of the 13F portfolio, value $11,462,919.

    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 177,357 shares
    Change vs previous 13F +120,571 shares

    0.07% of the 13F portfolio, value $8,277,252.

    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 56,786 shares
    Change vs previous 13F +7,968 shares

    0.02% of the 13F portfolio, value $2,888,135.

    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 48,818 shares
    Change vs previous 13F +48,650 shares

    0.02% of the 13F portfolio, value $2,411,121.

    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 168 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,340.

    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 168 shares
    Change vs previous 13F -193,631 shares

    <0.01% of the 13F portfolio, value $6,112.

    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 193,799 shares
    Change vs previous 13F +159,709 shares

    0.09% of the 13F portfolio, value $7,490,500.

    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 34,090 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,267,125.

    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).