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Aptus Capital Advisors, LLC: CLM position timeline

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

Aptus Capital Advisors, LLC held 110,719 CLM 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 110,719 shares
    Change vs previous 13F +2,032 shares

    0.01% of the 13F portfolio, value $837,032.

    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 108,687 shares
    Change vs previous 13F -93,064 shares

    0.01% of the 13F portfolio, value $791,242.

    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 201,751 shares
    Change vs previous 13F +2,684 shares

    0.01% of the 13F portfolio, value $1,686,642.

    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 199,067 shares
    Change vs previous 13F -18,843 shares

    0.02% of the 13F portfolio, value $1,648,271.

    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 217,910 shares
    Change vs previous 13F +2,858 shares

    0.02% of the 13F portfolio, value $1,769,426.

    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 215,052 shares
    Change vs previous 13F +2,559 shares

    0.02% of the 13F portfolio, value $1,597,836.

    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 212,493 shares
    Change vs previous 13F +16,685 shares

    0.02% of the 13F portfolio, value $1,825,315.

    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 195,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,503,805.

    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).