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Aptus Capital Advisors, LLC: BSMR position timeline

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

Aptus Capital Advisors, LLC held 57,158 BSMR 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 57,158 shares
    Change vs previous 13F +3,075 shares

    0.01% of the 13F portfolio, value $1,351,215.

    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 54,083 shares
    Change vs previous 13F +10,722 shares

    0.01% of the 13F portfolio, value $1,279,279.

    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 43,361 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $1,026,147.

    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 43,082 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $1,019,320.

    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 42,784 shares
    Change vs previous 13F +305 shares

    0.01% of the 13F portfolio, value $1,004,149.

    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 42,479 shares
    Change vs previous 13F +1,088 shares

    0.01% of the 13F portfolio, value $1,000,387.

    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 41,391 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $976,828.

    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 41,391 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $980,967.

    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).