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Aptus Capital Advisors, LLC: BKAG position timeline

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

Aptus Capital Advisors, LLC held 1,137,964 BKAG 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 1,137,964 shares
    Change vs previous 13F +48,116 shares

    0.35% of the 13F portfolio, value $47,737,602.

    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 1,089,848 shares
    Change vs previous 13F +4,973 shares

    0.39% of the 13F portfolio, value $45,991,564.

    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 1,084,875 shares
    Change vs previous 13F +126,686 shares

    0.39% of the 13F portfolio, value $46,037,225.

    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 958,189 shares
    Change vs previous 13F +142,260 shares

    0.37% of the 13F portfolio, value $40,818,836.

    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 815,929 shares
    Change vs previous 13F +235,355 shares

    0.34% of the 13F portfolio, value $34,415,908.

    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 580,574 shares
    Change vs previous 13F -30,662 shares

    0.28% of the 13F portfolio, value $24,459,584.

    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 611,236 shares
    Change vs previous 13F +66,883 shares

    0.3% of the 13F portfolio, value $25,264,000.

    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 544,353 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $23,488,832.

    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).