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Aptus Capital Advisors, LLC: EPRT position timeline

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

Aptus Capital Advisors, LLC held 339,369 EPRT 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 339,369 shares
    Change vs previous 13F +2,065 shares

    0.07% of the 13F portfolio, value $10,130,165.

    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 337,304 shares
    Change vs previous 13F +3,415 shares

    0.09% of the 13F portfolio, value $10,240,549.

    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 333,889 shares
    Change vs previous 13F +1,469 shares

    0.08% of the 13F portfolio, value $9,903,148.

    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 332,420 shares
    Change vs previous 13F +43,790 shares

    0.09% of the 13F portfolio, value $9,892,820.

    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 288,630 shares
    Change vs previous 13F +25,666 shares

    0.09% of the 13F portfolio, value $9,210,183.

    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 262,964 shares
    Change vs previous 13F +29,641 shares

    0.1% of the 13F portfolio, value $8,583,145.

    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 233,323 shares
    Change vs previous 13F +42,692 shares

    0.09% of the 13F portfolio, value $7,298,355.

    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 190,631 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,510,048.

    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).