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Aptus Capital Advisors, LLC: BAR position timeline

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

Aptus Capital Advisors, LLC held 33,002 BAR 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 33,002 shares
    Change vs previous 13F -890 shares

    0.01% of the 13F portfolio, value $1,304,569.

    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 33,892 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $1,563,438.

    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 33,992 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $1,444,320.

    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 34,035 shares
    Change vs previous 13F -282 shares

    0.01% of the 13F portfolio, value $1,295,372.

    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 34,317 shares
    Change vs previous 13F -21,638 shares

    0.01% of the 13F portfolio, value $1,120,107.

    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 55,955 shares
    Change vs previous 13F -964 shares

    0.02% of the 13F portfolio, value $1,725,652.

    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 56,919 shares
    Change vs previous 13F -6,543 shares

    0.02% of the 13F portfolio, value $1,473,633.

    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 63,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,648,108.

    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).