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Aptus Capital Advisors, LLC: BR position timeline

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

Aptus Capital Advisors, LLC held 24,021 BR 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 24,021 shares
    Change vs previous 13F -60,008 shares

    0.02% of the 13F portfolio, value $3,295,274.

    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 84,029 shares
    Change vs previous 13F -40,924 shares

    0.11% of the 13F portfolio, value $13,658,439.

    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 124,953 shares
    Change vs previous 13F +10,578 shares

    0.24% of the 13F portfolio, value $27,891,224.

    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 114,375 shares
    Change vs previous 13F +2,911 shares

    0.25% of the 13F portfolio, value $27,246,001.

    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 111,464 shares
    Change vs previous 13F +8,545 shares

    0.27% of the 13F portfolio, value $27,093,845.

    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 102,919 shares
    Change vs previous 13F +6,833 shares

    0.28% of the 13F portfolio, value $24,953,653.

    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 96,086 shares
    Change vs previous 13F +12,890 shares

    0.26% of the 13F portfolio, value $21,761,036.

    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 83,196 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $17,889,635.

    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).