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Aptus Capital Advisors, LLC: FIXD position timeline

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

Aptus Capital Advisors, LLC held 717 FIXD 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 717 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $31,268.

    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 716 shares
    Change vs previous 13F -1,504 shares

    <0.01% of the 13F portfolio, value $31,210.

    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 2,220 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $98,390.

    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 2,268 shares
    Change vs previous 13F -79,427 shares

    <0.01% of the 13F portfolio, value $100,745.

    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 81,695 shares
    Change vs previous 13F +4,239 shares

    0.04% of the 13F portfolio, value $3,585,575.

    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 77,456 shares
    Change vs previous 13F -2,098 shares

    0.04% of the 13F portfolio, value $3,395,675.

    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 79,554 shares
    Change vs previous 13F -63,166 shares

    0.04% of the 13F portfolio, value $3,418,452.

    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 142,720 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,456,653.

    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).