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Aptus Capital Advisors, LLC: ATR position timeline

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

Aptus Capital Advisors, LLC held 64,719 ATR 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 64,719 shares
    Change vs previous 13F +581 shares

    0.06% of the 13F portfolio, value $8,102,819.

    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 64,138 shares
    Change vs previous 13F +654 shares

    0.07% of the 13F portfolio, value $8,082,670.

    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 63,484 shares
    Change vs previous 13F +246 shares

    0.07% of the 13F portfolio, value $7,742,509.

    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 63,238 shares
    Change vs previous 13F +7,829 shares

    0.08% of the 13F portfolio, value $8,452,391.

    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 55,409 shares
    Change vs previous 13F +4,832 shares

    0.09% of the 13F portfolio, value $8,667,630.

    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 50,577 shares
    Change vs previous 13F +5,849 shares

    0.09% of the 13F portfolio, value $7,504,615.

    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 44,728 shares
    Change vs previous 13F +8,158 shares

    0.08% of the 13F portfolio, value $7,026,768.

    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 36,570 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,858,149.

    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).