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Aptus Capital Advisors, LLC: FBND position timeline

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

Aptus Capital Advisors, LLC held 1,298,147 FBND 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 1,298,147 shares
    Change vs previous 13F +43,636 shares

    0.43% of the 13F portfolio, value $59,052,707.

    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 1,254,511 shares
    Change vs previous 13F +37,887 shares

    0.48% of the 13F portfolio, value $57,230,792.

    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 1,216,624 shares
    Change vs previous 13F +31,911 shares

    0.48% of the 13F portfolio, value $56,013,369.

    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 1,184,713 shares
    Change vs previous 13F +56,513 shares

    0.5% of the 13F portfolio, value $54,781,129.

    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 1,128,200 shares
    Change vs previous 13F +30,931 shares

    0.51% of the 13F portfolio, value $51,615,144.

    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 1,097,269 shares
    Change vs previous 13F +53,951 shares

    0.57% of the 13F portfolio, value $50,090,332.

    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 1,043,318 shares
    Change vs previous 13F +172,160 shares

    0.56% of the 13F portfolio, value $47,049,660.

    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 871,158 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $40,717,925.

    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).