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Aptus Capital Advisors, LLC: IBDS position timeline

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

Aptus Capital Advisors, LLC held 9,261 IBDS 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 9,261 shares
    Change vs previous 13F +3,502 shares

    <0.01% of the 13F portfolio, value $224,292.

    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 5,759 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $139,588.

    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 6,195 shares
    Change vs previous 13F -2,791,998 shares

    <0.01% of the 13F portfolio, value $150,405.

    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 2,798,193 shares
    Change vs previous 13F +216,600 shares

    0.62% of the 13F portfolio, value $68,108,007.

    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 2,581,593 shares
    Change vs previous 13F +156,316 shares

    0.62% of the 13F portfolio, value $62,655,263.

    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 2,425,277 shares
    Change vs previous 13F +269,181 shares

    0.66% of the 13F portfolio, value $58,643,198.

    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 2,156,096 shares
    Change vs previous 13F -967,235 shares

    0.61% of the 13F portfolio, value $51,660,060.

    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 3,123,331 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $76,115,577.

    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).