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Aptus Capital Advisors, LLC: FRDM position timeline

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

Aptus Capital Advisors, LLC held 664,025 FRDM 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 664,025 shares
    Change vs previous 13F +1,939 shares

    0.35% of the 13F portfolio, value $48,407,423.

    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 662,086 shares
    Change vs previous 13F -8,056 shares

    0.3% of the 13F portfolio, value $36,183,000.

    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 670,142 shares
    Change vs previous 13F +1,924 shares

    0.29% of the 13F portfolio, value $34,358,180.

    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 668,218 shares
    Change vs previous 13F +10,044 shares

    0.27% of the 13F portfolio, value $29,608,740.

    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 658,174 shares
    Change vs previous 13F +314,451 shares

    0.26% of the 13F portfolio, value $26,590,224.

    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 343,723 shares
    Change vs previous 13F +30,555 shares

    0.14% of the 13F portfolio, value $12,048,289.

    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 313,168 shares
    Change vs previous 13F +309,073 shares

    0.12% of the 13F portfolio, value $10,234,342.

    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 4,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,519.

    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).