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Aptus Capital Advisors, LLC: BSMQ position timeline

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

Aptus Capital Advisors, LLC held 66,518 BSMQ 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 66,518 shares
    Change vs previous 13F -1,125 shares

    0.01% of the 13F portfolio, value $1,566,166.

    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 67,643 shares
    Change vs previous 13F +5,959 shares

    0.01% of the 13F portfolio, value $1,598,066.

    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 61,684 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $1,458,518.

    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 61,310 shares
    Change vs previous 13F +403 shares

    0.01% of the 13F portfolio, value $1,448,449.

    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 60,907 shares
    Change vs previous 13F +4,635 shares

    0.01% of the 13F portfolio, value $1,434,966.

    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 56,272 shares
    Change vs previous 13F +1,153 shares

    0.02% of the 13F portfolio, value $1,328,592.

    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 55,119 shares
    Change vs previous 13F +4,225 shares

    0.02% of the 13F portfolio, value $1,299,146.

    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 50,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,208,224.

    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).