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Aptus Capital Advisors, LLC: BIV position timeline

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

Aptus Capital Advisors, LLC held 91,636 BIV 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 91,636 shares
    Change vs previous 13F +202 shares

    0.05% of the 13F portfolio, value $7,028,482.

    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 91,434 shares
    Change vs previous 13F +797 shares

    0.06% of the 13F portfolio, value $7,056,876.

    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 90,637 shares
    Change vs previous 13F +2,640 shares

    0.06% of the 13F portfolio, value $7,058,809.

    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 87,997 shares
    Change vs previous 13F -1,600 shares

    0.06% of the 13F portfolio, value $6,871,685.

    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 89,597 shares
    Change vs previous 13F -12,256 shares

    0.07% of the 13F portfolio, value $6,929,416.

    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 101,853 shares
    Change vs previous 13F -4,806 shares

    0.09% of the 13F portfolio, value $7,798,885.

    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 106,659 shares
    Change vs previous 13F +103,263 shares

    0.09% of the 13F portfolio, value $7,970,652.

    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 3,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,145.

    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).