Skip to content
Disclosery

Aptus Capital Advisors, LLC: CRM position timeline

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

Aptus Capital Advisors, LLC held 43,060 CRM 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 43,060 shares
    Change vs previous 13F -5,874 shares

    0.05% of the 13F portfolio, value $6,745,780.

    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 48,934 shares
    Change vs previous 13F -9,361 shares

    0.08% of the 13F portfolio, value $9,134,510.

    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 58,295 shares
    Change vs previous 13F +13,065 shares

    0.13% of the 13F portfolio, value $15,442,928.

    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 45,230 shares
    Change vs previous 13F +29,423 shares

    0.1% of the 13F portfolio, value $10,719,510.

    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 15,807 shares
    Change vs previous 13F -33,014 shares

    0.04% of the 13F portfolio, value $4,310,487.

    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 48,821 shares
    Change vs previous 13F +35,529 shares

    0.15% of the 13F portfolio, value $13,101,493.

    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 13,292 shares
    Change vs previous 13F +4,375 shares

    0.05% of the 13F portfolio, value $4,445,740.

    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 8,917 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,440,672.

    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).